Civic Intelligence

Willow Glen Kiwanis Foundation

990EZ • Fiscal year 2016 • EIN 94-1692028

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 11, 2017

Organization ProfileN/A
4806 Plainfield DriveSan Jose, CA 95111

(408) 578-8266

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

35th percentile

-5.4%

Faster asset growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

31st percentile

-13%

Faster revenue growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$65,158

Down $3,748 (-5.4%) from 2015

Net Assets

$65,158

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin19th percentile

Revenue

Down

$24,169

Down $3,593 (-13%) from 2015

Expenses

Down

$27,917

Down $792 (-2.8%) from 2015

Net Income

Down

-$3,748

Down $2,801 (-296%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2016

Assets$65,158
Liabilities$0
Net Assets$65,158
Open 2016 Filing

Operations Trend

Revenue Growth31st percentile

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

2016

Revenue$24,169
Expenses$27,917
Net Income-$3,748
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 11, 2017
Return Version
2015v3.0
Gross Receipts
$32,524
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP AWARDS$11,011$13,392
COMMUNITY SERVICES$6,279$6,542
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAMELA JOHNSONPresidentPT$0--
DONALD LUDWIGTreasurerPT$0--
ROBIN HAGANSecretary-$0--
SARA WRIGHTVP-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Music in the Glen$15,234$15,234$1,497$13,737
Total Events$15,234$15,234$8,355$6,879
Filing and Contact Details

Filer

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

Signing Officer

Name
Donald Ludwig
Title
Treasurer
Phone
4085788266
Signed
2017-01-11
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: 25. Description: other. Amount: 2,333. Description: scholarship awards. Amount: 15,617. Description: community services. Amount: 6,542. Description: bank charges. Amount: 23. Description: convention expenses. Amount: 2,582. Total to form 990-ez, line 16: 27,122.”

Raw XML Appendix172 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/ZIPCd095111
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt068906
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065158
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3748
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0795
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068906
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065158
IRS990EZ/FundraisingGrossIncomeAmt015234
IRS990EZ/GrossReceiptsAmt032524
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt068906
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065158
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068906
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065158
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/PersonNm0PAMELA JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONALD LUDWIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN HAGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SARA WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt027122
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION OF YOUNG CHILDREN AND PROVIDE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS ENTERING COLLEGE.
IRS990EZ/ProgramServiceRevenueAmt017290
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIP AWARDS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1COMMUNITY SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011011
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16279
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013392
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16542
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt08355
IRS990EZ/SpecialEventsNetIncomeLossAmt06879
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt027917
IRS990EZ/TotalProgramServiceExpensesAmt019934
IRS990EZ/TotalRevenueAmt024169
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04133
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt018442
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017820
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt013791
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt024799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt090086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00490
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99510
IRS990ScheduleA/PublicSupportTotal509Amt094219
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015234
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt018442
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028932
IRS990ScheduleA/Total509Grp/TotalAmt094219
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015234
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013791
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt028934
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt094221
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08355
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MUSIC IN THE GLEN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02858
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02858
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015234
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06879
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01497
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TAXES. AMOUNT: 25. DESCRIPTION: OTHER. AMOUNT: 2,333. DESCRIPTION: SCHOLARSHIP AWARDS. AMOUNT: 15,617. DESCRIPTION: COMMUNITY SERVICES. AMOUNT: 6,542. DESCRIPTION: BANK CHARGES. AMOUNT: 23. DESCRIPTION: CONVENTION EXPENSES. AMOUNT: 2,582. TOTAL TO FORM 990-EZ, LINE 16: 27,122.
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/SignatureDt02017-01-11
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/ZIPCd095111
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/ReturnTs02017-01-11T13:13:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,158
Liabilities
$0
Net assets
$65,158
Revenue
$24,169
Expenses
$27,917
Net income
-$3,748
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$64.3$0.00$64.3$27.3$40.4$13.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.4$0.00$77.4$12.7$33.1$20.4
2022Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$17.9$12.2$5.70
2021Detailed filing. Detailed filing data is available for this year.$74.4$0.00$74.4$6.55$5.21$1.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.1$0.00$73.1$10.1$12.3$2.30
2019Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$23.4$23.4$0.03
2018Detailed filing. Detailed filing data is available for this year.$75.4$0.00$75.4$35.9$31.8$4.08
2017Detailed filing. Detailed filing data is available for this year.$71.3$0.00$71.3$25.6$19.4$6.13
2016Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$24.2$27.9$3.75
2015Summary only. Only limited summary data is available for this year.$68.9$0.00$27.8$28.7$0.95
2014Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$30.3$28.7$1.68
2013Summary only. Only limited summary data is available for this year.$68.2$0.00$29.0$19.3$9.69