Lafayette Improvement Association

990EZ • Fiscal year 2014 • EIN 94-2771596

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 16, 2014

Organization Profile N/A

3535 School StreetLafayette, CA 94549

(925) 284-9179

Siviq Scores

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

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

7.5%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

4.1%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

70%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

$56,320

Up $2,206 (+4.1%) from 2013

Net Assets

$56,320

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin59th percentile

Revenue

$29,392

Up $12,128 (+70%) from 2013

Expenses

$27,186

Up $9,394 (+53%) from 2013

Net Income

$2,206

Up $2,734 (+518%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

Highlighted filing

2014

Assets$56,320

Liabilities$0

Net Assets$56,320

Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

Highlighted filing

2014

Revenue$29,392

Expenses$27,186

Net Income$2,206

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Sep 16, 2014
Return Version: 2013v3.1
Gross Receipts: $29,392

Mission and Program Overview

Mission

To administer and manage for the City of Lafayette, an historical landmark used for the benefits of its residents and citizens.

Program Services

Description	Grants	Expenses
CONTINUED OPERATION AND MATINTENACE OF HISTORICAL BUILDING	$27,186	-

Compensation and Service Providers

Top Officer Pay74th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CARTER WELLS	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

EIN: 94-2771596
Phone: 9252849179

Signing Officer

Name: Carter
Title: Wells
Signed: 2014-09-16
Discuss with paid preparer: Yes

Preparer

Preparer: Leo R Rosi CPA
Phone: 9253767840

Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $221”

Other Expenses.1

“Dues $150”

Other Expenses.2

“SIGNS $20”

Raw XML Appendix101 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	CARTER WELLS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	9252849179
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	3535 SCHOOL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	LAFAYETTE
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	94549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	54114
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	56320
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	14250
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	2206
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	725
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	54114
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	56320
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	29392
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	15142
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	54114
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	56320
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	54114
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	56320
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	26070
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	CARTER WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Treasurer
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	391
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	To administer and manage for the City of Lafayette, an historical landmark used for the benefits of its residents and citizens.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	CONTINUED OPERATION AND MATINTENACE OF HISTORICAL BUILDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	27186
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	27186
IRS990EZ/TotalProgramServiceExpensesAmt	0	27186
IRS990EZ/TotalRevenueAmt	0	29392
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GovernmentalUnitInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Information Technology $221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Dues $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	SIGNS $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Other Expenses.2
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	WELLS
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE LAFAYETTE IMPROVEMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt	0	LAFA
ReturnHeader/Filer/EIN	0	942771596
ReturnHeader/Filer/PhoneNum	0	9252849179
ReturnHeader/Filer/USAddress/AddressLine1	0	3535 SCHOOL STREET
ReturnHeader/Filer/USAddress/City	0	LAFAYETTE
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	94549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Leo R Rosi CPA Acctncy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	346 Rheem Blvd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Moraga
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	94556
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9253767840
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Leo R Rosi CPA
ReturnHeader/ReturnTs	0	2014-09-16T10:01:49-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $56,320
Liabilities: $0
Net assets: $56,320
Revenue: $29,392
Expenses: $27,186
Net income: $2,206

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00		$0.00	$0.00	$0.20	$0.20
2021Detailed filing. Detailed filing data is available for this year.	$2.03	$0.00	$2.03	$0.00	$0.19	$0.18
2020Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$0.15	$0.20	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$0.58	$0.00	$0.58	$0.17	$0.22	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.18	$0.18	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.18	$0.18	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.63	$0.17	$0.13	$0.04
2015Detailed filing. Detailed filing data is available for this year.	$0.59	$0.00	$0.59	$0.24	$0.21	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$0.56	$0.00	$0.56	$0.29	$0.27	$0.02
2013Summary only. Only limited summary data is available for this year.	$0.54	$0.00		$0.17	$0.18	$0.01
2012Summary only. Only limited summary data is available for this year.	$0.55	$0.00		$0.16	$0.15	$0.01