Civic Intelligence

Willow Glen Kiwanis Foundation

990EZ • Fiscal year 2017 • EIN 94-1692028

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 06, 2017

4806 Plainfield DriveSan Jose, CA 95111-3820

(408) 578-8266

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

61st percentile

9.4%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.8%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$71,284

Up $6,126 (+9.4%) from 2016

Net Assets

Up

$71,284

Up $6,126 (+9.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$25,569

Up $1,400 (+5.8%) from 2016

Expenses

Down

$19,443

Down $8,474 (-30%) from 2016

Net Income

Up

$6,126

Up $9,874 (+263%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2013: $68,169Liabilities 2013: $02013Assets 2014: $69,853Liabilities 2014: $0Net Assets 2014: $69,8532014Assets 2015: $68,906Liabilities 2015: $02015Assets 2016: $65,158Liabilities 2016: $0Net Assets 2016: $65,1582016Assets 2017: $71,284Liabilities 2017: $0Net Assets 2017: $71,2842017Assets 2018: $75,364Liabilities 2018: $0Net Assets 2018: $75,3642018Assets 2019: $75,390Liabilities 2019: $0Net Assets 2019: $75,3902019Assets 2020: $73,091Liabilities 2020: $0Net Assets 2020: $73,0912020Assets 2021: $74,435Liabilities 2021: $0Net Assets 2021: $74,4352021Assets 2022: $97,764Liabilities 2022: $0Net Assets 2022: $97,7642022Assets 2023: $77,381Liabilities 2023: $0Net Assets 2023: $77,3812023Assets 2024: $64,315Liabilities 2024: $0Net Assets 2024: $64,3152024

Highlighted filing

2017

Assets$71,284
Liabilities$0
Net Assets$71,284

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2013: $28,954Expenses 2013: $19,268Net Income 2013: $9,6862013Revenue 2014: $30,335Expenses 2014: $28,651Net Income 2014: $1,6842014Revenue 2015: $27,762Expenses 2015: $28,709Net Income 2015: -$9472015Revenue 2016: $24,169Expenses 2016: $27,917Net Income 2016: -$3,7482016Revenue 2017: $25,569Expenses 2017: $19,443Net Income 2017: $6,1262017Revenue 2018: $35,917Expenses 2018: $31,837Net Income 2018: $4,0802018Revenue 2019: $23,388Expenses 2019: $23,362Net Income 2019: $262019Revenue 2020: $10,050Expenses 2020: $12,349Net Income 2020: -$2,2992020Revenue 2021: $6,551Expenses 2021: $5,207Net Income 2021: $1,3442021Revenue 2022: $17,945Expenses 2022: $12,249Net Income 2022: $5,6962022Revenue 2023: $12,667Expenses 2023: $33,050Net Income 2023: -$20,3832023Revenue 2024: $27,308Expenses 2024: $40,374Net Income 2024: -$13,0662024

Highlighted filing

2017

Revenue$25,569
Expenses$19,443
Net Income$6,126
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 6, 2017
Return Version
2016v3.0
Gross Receipts
$33,905
Mission and Program Overview

Mission

To support the education of young children and provide scholarships to high school students entering college.

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICES$10,169$10,787
SCHOLARSHIP AWARDS$4,633$3,179
BARRACUDA$1,460$750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL RUBINOPresidentPT$0--
DONALD LUDWIGTreasurerPT$0--
ROBIN HAGANSecretary-$0--
SARA WRIGHTVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Music in the Glen$17,643$17,643$662$16,981
Total Events$17,643$17,643$8,336$9,307
Filing and Contact Details

Filer

Filer Name
Willow Glen Kiwanis Foundation
EIN
94-1692028
Phone
4085788266
Address
4806 PLAINFIELD DRIVE, SAN JOSE, CA 95111-3820

Signing Officer

Name
Donald Ludwig
Title
Treasurer
Phone
4085788266
Signed
2017-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Rosbrugh Accountancy Corporation
Address
1023 MERIDIAN AVENUE, SAN JOSE, CA 95125-4322
Preparer
Daniel L Rosbrugh
Phone
4082655660
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: taxes. Amount: 20. Description: other. Amount: 308. Description: scholarship awards. Amount: 4,404. Description: community services. Amount: 11,537. Description: bank charges. Amount: 18. Description: convention expenses. Amount: 2,331. Total to form 990-ez, line 16: 18,618.

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0DONALD LUDWIG
IRS990EZ/BooksInCareOfDetail/PhoneNum04085788266
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04806 PLAINFIELD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0951113820
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065158
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071284
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt071284
IRS990EZ/FundraisingGrossIncomeAmt017643
IRS990EZ/GrossReceiptsAmt033905
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065158
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071284
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065158
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071284
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL RUBINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONALD LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN HAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018618
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION OF YOUNG CHILDREN AND PROVIDE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS ENTERING COLLEGE.
IRS990EZ/ProgramServiceRevenueAmt016262
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2BARRACUDA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04633
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110169
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21460
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03179
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110787
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2750
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08336
IRS990EZ/SpecialEventsNetIncomeLossAmt09307
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt019443
IRS990EZ/TotalProgramServiceExpensesAmt014716
IRS990EZ/TotalRevenueAmt025569
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt018442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082930
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt082930
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015234
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013791
IRS990ScheduleA/Total509Grp/TotalAmt082930
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013791
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt082930
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08336
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04700
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MUSIC IN THE GLEN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02974
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02974
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017643
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09307
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0662
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0662
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TAXES. AMOUNT: 20. DESCRIPTION: OTHER. AMOUNT: 308. DESCRIPTION: SCHOLARSHIP AWARDS. AMOUNT: 4,404. DESCRIPTION: COMMUNITY SERVICES. AMOUNT: 11,537. DESCRIPTION: BANK CHARGES. AMOUNT: 18. DESCRIPTION: CONVENTION EXPENSES. AMOUNT: 2,331. TOTAL TO FORM 990-EZ, LINE 16: 18,618.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUDWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04085788266
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLOW GLEN KIWANIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0941692028
ReturnHeader/Filer/PhoneNum04085788266
ReturnHeader/Filer/USAddress/AddressLine1Txt04806 PLAINFIELD DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0951113820
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CEB671140A5297B56A400CA8FC66E24A4B995A54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05826C05E321F8BB4E345727601138068ECCD0769
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.90.226.90
ReturnHeader/FilingSecurityInformation/IPDt02017-12-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:36:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770061486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSBRUGH ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01023 MERIDIAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951254322
ReturnHeader/PreparerPersonGrp/PhoneNum04082655660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L ROSBRUGH
ReturnHeader/ReturnTs02017-12-08T16:27:36-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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Filings