Civic Intelligence

Lafayette War Veterans

990 • Fiscal year 2016 • EIN 94-1082307

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 17, 2017

PO Box 501Lafayette, CA 94549

(925) 283-1153

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.36x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

0.23x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Net Margin

48th percentile

1.8%

Higher net margin than 48% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Top Officer Pay

100th percentile

$75,000

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2016 filings • 501(c)19 • <$500k nonprofits • Source year 2016

Asset Growth

68th percentile

5.8%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)19 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$198,042

Up $10,771 (+5.8%) from 2015

Net Assets

Up

$125,896

Up $5,796 (+4.8%) from 2015

Liabilities

Up

$72,146

Up $4,975 (+7.4%) from 2015

Revenue

Up

$319,764

Up $49,684 (+18%) from 2015

Expenses

Up

$313,968

Up $32,882 (+12%) from 2015

Net Income

Up

$5,796

Up $16,802 (+153%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $146,652Liabilities 2010: $0Net Assets 2010: $146,6522010Assets 2011: $162,387Liabilities 2011: $87,037Net Assets 2011: $75,3502011Assets 2012: $172,205Liabilities 2012: $98,453Net Assets 2012: $73,7522012Assets 2013: $165,958Liabilities 2013: $34,516Net Assets 2013: $131,4422013Assets 2014: $200,994Liabilities 2014: $69,888Net Assets 2014: $131,1062014Assets 2015: $187,271Liabilities 2015: $67,171Net Assets 2015: $120,1002015Assets 2016: $198,042Liabilities 2016: $72,146Net Assets 2016: $125,8962016Assets 2017: $240,679Liabilities 2017: $65,096Net Assets 2017: $175,5832017Assets 2018: $279,513Liabilities 2018: $51,666Net Assets 2018: $227,8472018Assets 2019: $285,951Liabilities 2019: $79,801Net Assets 2019: $206,1502019Assets 2020: $207,139Liabilities 2020: $50,048Net Assets 2020: $157,0912020Assets 2021: $240,447Liabilities 2021: $69,250Net Assets 2021: $171,1972021Assets 2022: $283,058Liabilities 2022: $21,504Net Assets 2022: $261,5542022Assets 2023: $219,573Liabilities 2023: $33,438Net Assets 2023: $186,1352023Assets 2024: $215,982Liabilities 2024: $64,706Net Assets 2024: $151,2762024

Highlighted filing

2016

Assets$198,042
Liabilities$72,146
Net Assets$125,896

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $240,407Expenses 2010: $265,448Net Income 2010: -$25,0412010Revenue 2011: $283,996Expenses 2011: $299,744Net Income 2011: -$15,7482011Expenses 2012: $341,6852012Revenue 2013: $272,867Expenses 2013: $222,273Net Income 2013: $50,5942013Revenue 2014: $270,489Expenses 2014: $270,825Net Income 2014: -$3362014Revenue 2015: $270,080Expenses 2015: $281,086Net Income 2015: -$11,0062015Revenue 2016: $319,764Expenses 2016: $313,968Net Income 2016: $5,7962016Revenue 2017: $316,793Expenses 2017: $267,106Net Income 2017: $49,6872017Revenue 2018: $307,983Expenses 2018: $255,719Net Income 2018: $52,2642018Revenue 2019: $273,753Expenses 2019: $295,450Net Income 2019: -$21,6972019Revenue 2020: $111,267Expenses 2020: $160,326Net Income 2020: -$49,0592020Revenue 2021: $141,592Expenses 2021: $127,486Net Income 2021: $14,1062021Revenue 2022: $289,980Expenses 2022: $227,562Net Income 2022: $62,4182022Revenue 2023: $201,261Expenses 2023: $276,680Net Income 2023: -$75,4192023Revenue 2024: $200,788Expenses 2024: $238,059Net Income 2024: -$37,2712024

Highlighted filing

2016

Revenue$319,764
Expenses$313,968
Net Income$5,796
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 17, 2017
Return Version
2016v3.0
Gross Receipts
$319,764
Mission and Program Overview

Mission

We provide an emotional and historical sanctuary for former, current, and future Comrades in Arms as well as a social venue for occasions of ceremony and camaraderie.

To provide an emotional and historical sanctuary for former, current, and future comrades in arms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$152,413$144,300▼ $8,113
Land, Buildings, and Equipment, Net$13,506$32,694▲ $19,188
Accounts Receivable$21,352$21,048▼ $304
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$187,271$198,042▲ $10,771
Other Assets Total-$0-
Liabilities
Deferred Revenue$47,405$46,379▼ $1,026
Accounts Payable and Accrued Expenses$5,719$15,339▲ $9,620
Other Liabilities$14,047$10,428▼ $3,619
Total Liabilities$67,171$72,146▲ $4,975
Net Assets / Fund Balance
Unrestricted Net Assets$120,100$125,896▲ $5,796
Total Net Assets Fund Balance$120,100$125,896▲ $5,796
Total Liabilities and Net Assets / Fund Balance$187,271$198,042▲ $10,771

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$32,264$1,126$33,390
Other Land Buildings-$13,038$13,038
Equipment$430$10,090$10,520
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Eileen LawrenceEvents ManagerFT$75,000$75,000
Terry GingerDirector-$2,345$2,345

Board Members and Trustees

NameTitle
Bert IzantPresident
Stephen GelmanVice President
Drew HollandDirector
Mike GilsonDirector
Terry MurphyDirector
William CharlesDirector
William LewSecretary
John McbethTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$319,764
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$5,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,161
Salaries, Compensation, and Employee Benefits$137,807
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$61,876$15,469-$77,345
Other Salaries and Wages$39,116$9,779-$48,895
Grants to Domestic Orgs$30,000--$30,000
Insurance$17,118$4,280-$21,398
All Other Expenses$11,706$3,718-$15,424
Fees for Services Accounting$6,398$6,397-$12,795
Payroll Taxes$9,254$2,313-$11,567
Office Expenses$5,400$5,400-$10,800
Advertising$6,431$1,608-$8,039
Other Expenses$4,721$1,145-$4,721
Depreciation Depletion$599--$599
Fees for Services Legal-$413-$413
Interest-$23-$23
Total Functional Expenses$263,423$50,545$0$313,968
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Diablo Valley Veterans FdtnVacaville, CA-Assistance to Veterans$8,000
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
Security Deposits$5,860
Credit Cards$3,900
Payroll Liabilities$668
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
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 8: Explanation of No Contemporaneously Documentation of Meetings

There are no other committees other than the governing board that can make binding decisions for the organization.

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

Upon completion of form 990, it is presented to the board of directors for review. After the board has reviewed the return for any changes, it is submitted for filing.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Lafayette War Veterans
EIN
94-1082307
Phone
9252831153
Address
PO BOX 501, LAFAYETTE, CA 94549

Signing Officer

Name
Bert Izant
Title
President
Signed
2017-07-17
Discuss with paid preparer
Yes

Organization Details

Formed
1958
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
15

Preparer

Firm
Barry E Goldstein CPA
Address
938 DEWING AVENUE 3, LAFAYETTE, CA 94549
Preparer
Barry E Goldstein CPA
Phone
9252831040
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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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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BUILDING MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2MERCHANT FEES
IRS990/OtherExpensesGrp/Desc3BAR SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01145
IRS990/OtherExpensesGrp/ProgramServicesAmt035961
IRS990/OtherExpensesGrp/ProgramServicesAmt130263
IRS990/OtherExpensesGrp/ProgramServicesAmt24580
IRS990/OtherExpensesGrp/ProgramServicesAmt34721
IRS990/OtherExpensesGrp/TotalAmt035961
IRS990/OtherExpensesGrp/TotalAmt130263
IRS990/OtherExpensesGrp/TotalAmt25725
IRS990/OtherExpensesGrp/TotalAmt34721
IRS990/OtherLiabilitiesGrp/BOYAmt014047
IRS990/OtherLiabilitiesGrp/EOYAmt010428
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09779
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt039116
IRS990/OtherSalariesAndWagesGrp/TotalAmt048895
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02313
IRS990/PayrollTaxesGrp/ProgramServicesAmt09254
IRS990/PayrollTaxesGrp/TotalAmt011567
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0722410
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/Desc0BAR SALES
IRS990/ProgramServiceRevenueGrp/Desc1HALL RENTAL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1307016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1307016
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0140176
IRS990/PYProgramServiceRevenueAmt0270080
IRS990/PYRevenuesLessExpensesAmt0-11006
IRS990/PYSalariesCompEmpBnftPaidAmt0140910
IRS990/PYTotalExpensesAmt0281086
IRS990/PYTotalRevenueAmt0270080
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05796
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0319764
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0430
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010090
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010520
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt032264
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01126
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt033390
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013038
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013038
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1668
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25860
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032694
IRS990ScheduleD/TotalLiabilityAmt010428
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE TO VETERANS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DIABLO VALLEY VETERANS FDTN
IRS990ScheduleI/RecipientTable/RecipientEIN0263198472
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0406 MARVIN GARDENS DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0VACAVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095687
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO OTHER COMMITTEES OTHER THAN THE GOVERNING BOARD THAT CAN MAKE BINDING DECISIONS FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON COMPLETION OF FORM 990, IT IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. AFTER THE BOARD HAS REVIEWED THE RETURN FOR ANY CHANGES, IT IS SUBMITTED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0187271
IRS990/TotalAssetsEOYAmt0198042
IRS990/TotalAssetsGrp/BOYAmt0187271
IRS990/TotalAssetsGrp/EOYAmt0198042
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050545
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0263423
IRS990/TotalFunctionalExpensesGrp/TotalAmt0313968
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt067171
IRS990/TotalLiabilitiesEOYAmt072146
IRS990/TotalLiabilitiesGrp/BOYAmt067171
IRS990/TotalLiabilitiesGrp/EOYAmt072146
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0120100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125896
IRS990/TotalProgramServiceExpensesAmt0263423
IRS990/TotalProgramServiceRevenueAmt0319764
IRS990/TotalReportableCompFromOrgAmt077345
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0319764
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0319764
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0187271
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198042
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.65$1.51$2.01$2.38$0.37
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.33$1.86$2.01$2.77$0.75
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.22$2.62$2.90$2.28$0.62
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.69$1.71$1.42$1.27$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.50$1.57$1.11$1.60$0.49
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.80$2.06$2.74$2.95$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.52$2.28$3.08$2.56$0.52
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.65$1.76$3.17$2.67$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.72$1.26$3.20$3.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.67$1.20$2.70$2.81$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.70$1.31$2.70$2.71$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.35$1.31$2.73$2.22$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.98$0.74$3.42
2011Summary only. Only limited summary data is available for this year.$1.62$0.87$0.75$2.84$3.00$0.16
2010Summary only. Only limited summary data is available for this year.$1.47$0.00$1.47$2.40$2.65$0.25