Civic Intelligence

The Excelsior German Center at the Altenheim

990 • Fiscal year 2015 • EIN 94-1156463

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization ProfileN/A
1699 Excelsior AvenueOakland, CA 94602

(510) 530-4013

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

60th percentile

3.4%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-3.2%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$6,011,259

Up $195,266 (+3.4%) from 2014

Net Assets

Up

$6,011,259

Up $195,266 (+3.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin82nd percentile

Revenue

Down

$310,592

Down $10,376 (-3.2%) from 2014

Expenses

Up

$229,959

Up $117,406 (+104%) from 2014

Net Income

Down

$80,633

Down $127,782 (-61%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$10M$5.0M$0Assets 2010: $4,171,974Liabilities 2010: $0Net Assets 2010: $4,171,9742010Assets 2011: $4,258,364Liabilities 2011: $0Net Assets 2011: $4,258,3642011Assets 2012: $4,905,378Liabilities 2012: $0Net Assets 2012: $4,905,3782012Assets 2013: $5,442,003Liabilities 2013: $0Net Assets 2013: $5,442,0032013Assets 2014: $5,815,993Liabilities 2014: $0Net Assets 2014: $5,815,9932014Assets 2015: $6,011,259Liabilities 2015: $0Net Assets 2015: $6,011,2592015Assets 2016: $6,068,489Liabilities 2016: $0Net Assets 2016: $6,068,4892016Assets 2017: $6,487,776Liabilities 2017: $0Net Assets 2017: $6,487,7762017Assets 2018: $6,522,457Liabilities 2018: $0Net Assets 2018: $6,522,4572018Assets 2019: $7,731,105Liabilities 2019: $0Net Assets 2019: $7,731,1052019Assets 2020: $8,784,918Liabilities 2020: $0Net Assets 2020: $8,784,9182020Assets 2021: $9,752,651Liabilities 2021: $0Net Assets 2021: $9,752,6512021Assets 2022: $7,979,784Liabilities 2022: $897Net Assets 2022: $7,978,8872022Assets 2023: $8,819,092Liabilities 2023: $897Net Assets 2023: $8,818,1952023Assets 2024: $9,614,603Liabilities 2024: $0Net Assets 2024: $9,614,6032024

Highlighted filing

2015

Assets$6,011,259
Liabilities$0
Net Assets$6,011,259
Open 2015 Filing

Operations Trend

Revenue Growth31st percentile

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

$800K$600K$400K$200K$0Expenses 2010: $74,2712010Expenses 2011: $62,2192011Revenue 2012: $396,381Expenses 2012: $79,991Net Income 2012: $316,3902012Revenue 2013: $318,105Expenses 2013: $95,157Net Income 2013: $222,9482013Revenue 2014: $320,968Expenses 2014: $112,553Net Income 2014: $208,4152014Revenue 2015: $310,592Expenses 2015: $229,959Net Income 2015: $80,6332015Revenue 2016: $251,854Expenses 2016: $192,659Net Income 2016: $59,1952016Revenue 2017: $631,464Expenses 2017: $212,177Net Income 2017: $419,2872017Revenue 2018: $561,525Expenses 2018: $252,393Net Income 2018: $309,1322018Revenue 2019: $636,319Expenses 2019: $285,435Net Income 2019: $350,8842019Revenue 2020: $508,335Expenses 2020: $202,288Net Income 2020: $306,0472020Revenue 2021: $565,551Expenses 2021: $221,790Net Income 2021: $343,7612021Revenue 2022: $489,047Expenses 2022: $272,375Net Income 2022: $216,6722022Revenue 2023: $533,083Expenses 2023: $222,056Net Income 2023: $311,0272023Revenue 2024: $710,455Expenses 2024: $457,223Net Income 2024: $253,2322024

Highlighted filing

2015

Revenue$310,592
Expenses$229,959
Net Income$80,633
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.0
Gross Receipts
$310,592
Mission and Program Overview

Mission

To provide financial assistance to low income seniors for housing and related needs.; to provide cultural activities by hosting German festivals, fostering associations with other ethnic associations to promote cultural exchanges, and housing other cultural and community organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,254,050$5,069,634▼ $184,416
Land, Buildings, and Equipment, Net$822,032$798,837▼ $23,195
Savings and Temporary Cash Investments$6,950$126,969▲ $120,019
Cash and Non-Interest-Bearing Accounts$9,511$15,819▲ $6,308
Accounts Receivable-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,092,543$6,011,259▼ $81,284
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,092,543$6,011,259▼ $81,284
Total Net Assets Fund Balance$6,092,543$6,011,259▼ $81,284
Total Liabilities and Net Assets / Fund Balance$6,092,543$6,011,259▼ $81,284

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$711,015$96,859$807,874
Equipment$1,974$119,858$121,832
Land$85,848-$85,848
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Michael E WillisPresident
Petra SpechtVice President
Anthony SchallerDirector
Brbel SteensenDirector
Fritz SzilagyiDirector
Marie HoffmannDirector
Petra KublerDirector
Hannelore AvalosSecretary
Hilde LorentzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,680
Program Service Revenue
$17,096
Investment Income
$25,522
Other Revenue
$265,294
Change in Net Assets
$80,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$229,959
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$92,683--$92,683
Other Expenses$19,708$17,566-$17,566
Insurance$7,985--$7,985
Office Expenses-$4,652-$4,652
All Other Expenses-$3,008-$3,008
Travel-$2,640-$2,640
Fees for Services Accounting-$2,040-$2,040
Advertising$800--$800
Occupancy$468--$468
Total Functional Expenses$200,053$29,906$0$229,959
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-
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 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
No
Management duties delegated
No

Governance Explanations

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

“Board reviewed 990”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board Members are required to disclose conflicts of interest at least annually and abstain from voting on such matters.”

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

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
The Excelsior German Center at
EIN
94-1156463
Phone
5105304013
Address
1699 Excelsior Avenue, Oakland, CA 94602

Signing Officer

Name
Hilde Lorentz
Title
Treasurer
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael E Willis
Formed
1948
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
41

Preparer

Firm
Amts LLC
Address
5000 Pleasanton Avenue, Pleasanton, CA 94566
Preparer
Robert Strawn
Phone
9252490600
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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/ProgramServiceRevenueGrp/Desc0Program Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017096
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017096
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04439
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt015112
IRS990/PYInvestmentIncomeAmt052517
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt097441
IRS990/PYOtherRevenueAmt0247613
IRS990/PYProgramServiceRevenueAmt016399
IRS990/PYRevenuesLessExpensesAmt0208415
IRS990/PYTotalExpensesAmt0112553
IRS990/PYTotalRevenueAmt0320968
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt080633
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt017096
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06950
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126969
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074079
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025523
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt067056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0145981
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt089693
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0328273
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0265293
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0249752
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0235465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0242595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0259919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01253024
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025523
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt067056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0145981
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt089693
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0328273
IRS990ScheduleA/InvestmentIncomeCYPct00.19830
IRS990ScheduleA/InvestmentIncomePYPct00.18870
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80170
IRS990ScheduleA/PublicSupportPY509Pct00.81130
IRS990ScheduleA/PublicSupportTotal509Amt01327103
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0251049
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0250400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0272594
IRS990ScheduleA/Total509Grp/TotalAmt01327103
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0310592
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0268011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0318105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0396381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0362287
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01655376
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01974
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0119858
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0121832
IRS990ScheduleD/LandGrp/BookValueAmt085848
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt085848
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0711015
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt096859
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0807874
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0798837
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board reviewed 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board Members are required to disclose conflicts of interest at least annually and abstain from voting on such matters.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
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/TotalAssetsBOYAmt06092543
IRS990/TotalAssetsEOYAmt06011259
IRS990/TotalAssetsGrp/BOYAmt06092543
IRS990/TotalAssetsGrp/EOYAmt06011259
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02680
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029906
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200053
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229959
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06092543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06011259
IRS990/TotalProgramServiceExpensesAmt0200053
IRS990/TotalProgramServiceRevenueAmt017096

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,011,259
Liabilities
$0
Net assets
$6,011,259
Revenue
$310,592
Expenses
$229,959
Net income
$80,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.71$0.46$0.25
2023Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.53$0.22$0.31
2022Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.49$0.27$0.22
2021Detailed filing. Detailed filing data is available for this year.$9.75$0.00$9.75$0.57$0.22$0.34
2020Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.51$0.20$0.31
2019Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.64$0.29$0.35
2018Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.56$0.25$0.31
2017Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.63$0.21$0.42
2016Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.25$0.19$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.31$0.23$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.32$0.11$0.21
2013Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.32$0.10$0.22
2012Summary only. Only limited summary data is available for this year.$4.91$0.00$4.91$0.40$0.08$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.00$4.26$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.00$4.17$0.07