Civic Intelligence

Willow Glen Kiwanis Foundation

990EZ • Fiscal year 2022 • EIN 94-1692028

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 30, 2023

PO Box 8643San Jose, CA 95155-8643

(408) 674-3202

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

78th percentile

31%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

174%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$97,764

Up $23,329 (+31%) from 2021

Net Assets

Up

$97,764

Up $23,329 (+31%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$17,945

Up $11,394 (+174%) from 2021

Expenses

Up

$12,249

Up $7,042 (+135%) from 2021

Net Income

Up

$5,696

Up $4,352 (+324%) from 2021

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

2022

Assets$97,764
Liabilities$0
Net Assets$97,764

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

2022

Revenue$17,945
Expenses$12,249
Net Income$5,696
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 30, 2023
Return Version
2021v4.2
Gross Receipts
$24,263
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$14,161$6,544
SCHOLARSHIP AWARDS$6,900$3,750
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA SOLLISPresidentPT$0--
ROBERTO RIVERAVice President-$0--
ROBIN HAGANSecretary-$0--
DONALD LUDWIGCo-TreasurerPT$0--
BARBARA MANNINGCo-TreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Music in the Glen$3,202$3,202$936$2,266
Total Events$3,202$3,202$6,318$-3,116
Filing and Contact Details

Filer

Filer Name
Willow Glen Kiwanis Foundation
EIN
94-1692028
Phone
4086743202
Address
PO BOX 8643, SAN JOSE, CA 95155-8643

Signing Officer

Name
Donald Ludwig
Title
Treasurer
Phone
4086743202
Signed
2023-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Rosbrugh Accountancy Corporation
Address
PO BOX 18667, SAN JOSE, CA 95158-8667
Preparer
Daniel L Rosbrugh
Phone
4082655660
Supplemental Narrative

Additional Explanations

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

Description: other. Amount: 980. Description: scholarship awards. Amount: 3,750. Description: community services. Amount: 6,544. Total to form 990-ez, line 16: 11,274.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: mergered kiwanis pueblo de sj. Amount: 17,633.

Raw XML Appendix179 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.

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IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt011274
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: OTHER. AMOUNT: 980. DESCRIPTION: SCHOLARSHIP AWARDS. AMOUNT: 3,750. DESCRIPTION: COMMUNITY SERVICES. AMOUNT: 6,544. TOTAL TO FORM 990-EZ, LINE 16: 11,274.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MERGERED KIWANIS PUEBLO DE SJ. AMOUNT: 17,633.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
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.
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD LUDWIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04086743202
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-30
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ReturnHeader/Filer/EIN0941692028
ReturnHeader/Filer/PhoneNum04086743202
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL L ROSBRUGH
ReturnHeader/ReturnTs02023-01-31T15:59:31-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUDWIG
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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Filings