Civic Intelligence

Lafayette Improvement Association

990EZ • Fiscal year 2016 • EIN 94-2771596

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 21, 2016

Organization ProfileN/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.

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

81st percentile

25%

Higher net margin than 81% 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

59th percentile

7.4%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

19th percentile

-28%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$62,993

Up $4,358 (+7.4%) from 2015

Net Assets

Up

$62,993

Up $4,358 (+7.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Down

$17,182

Down $6,599 (-28%) from 2015

Expenses

Down

$12,824

Down $8,642 (-40%) from 2015

Net Income

Up

$4,358

Up $2,043 (+88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2012: $54,642Liabilities 2012: $02012Assets 2013: $54,114Liabilities 2013: $02013Assets 2014: $56,320Liabilities 2014: $0Net Assets 2014: $56,3202014Assets 2015: $58,635Liabilities 2015: $0Net Assets 2015: $58,6352015Assets 2016: $62,993Liabilities 2016: $0Net Assets 2016: $62,9932016Assets 2017: $62,541Liabilities 2017: $0Net Assets 2017: $62,5412017Assets 2018: $62,641Liabilities 2018: $0Net Assets 2018: $62,6412018Assets 2019: $57,721Liabilities 2019: $0Net Assets 2019: $57,7212019Assets 2020: $53,220Liabilities 2020: $0Net Assets 2020: $53,2202020Assets 2021: $202,903Liabilities 2021: $0Net Assets 2021: $202,9032021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2016

Assets$62,993
Liabilities$0
Net Assets$62,993
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$40K$20K$0-$20KRevenue 2012: $15,796Expenses 2012: $14,526Net Income 2012: $1,2702012Revenue 2013: $17,264Expenses 2013: $17,792Net Income 2013: -$5282013Revenue 2014: $29,392Expenses 2014: $27,186Net Income 2014: $2,2062014Revenue 2015: $23,781Expenses 2015: $21,466Net Income 2015: $2,3152015Revenue 2016: $17,182Expenses 2016: $12,824Net Income 2016: $4,3582016Revenue 2017: $17,759Expenses 2017: $18,211Net Income 2017: -$4522017Revenue 2018: $17,669Expenses 2018: $17,569Net Income 2018: $1002018Revenue 2019: $17,078Expenses 2019: $21,998Net Income 2019: -$4,9202019Revenue 2020: $14,878Expenses 2020: $20,344Net Income 2020: -$5,4662020Revenue 2021: $131Expenses 2021: $18,579Net Income 2021: -$18,4482021Revenue 2022: $12Expenses 2022: $19,761Net Income 2022: -$19,7492022

Highlighted filing

2016

Revenue$17,182
Expenses$12,824
Net Income$4,358
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 21, 2016
Return Version
2015v2.0
Gross Receipts
$17,182
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

DescriptionGrantsExpenses
CONTINUED OPERATION AND MATINTENACE OF HISTORICAL BUILDING$1,037-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARTER WELLSTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Lafayette Improvement Association
EIN
94-2771596
Phone
9252849179
Address
3535 SCHOOL STREET, LAFAYETTE, CA 94549

Signing Officer

Name
Carter
Title
Wells
Signed
2016-09-21
Discuss with paid preparer
Yes

Preparer

Firm
Rosi & Wallin CPA
Address
3201 Danville Blvd Ste 270, Alamo, CA 94507
Preparer
Leo R Rosi CPA
Phone
9253767840
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $82”

Other Expenses.1

“Dues $160”

Raw XML Appendix99 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CARTER WELLS
IRS990EZ/BooksInCareOfDetail/PhoneNum09252849179
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03535 SCHOOL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAFAYETTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094549
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062993
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01250
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04358
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0795
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062993
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt017182
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt015932
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058635
IRS990EZ/NetAssetsOrFundBalancesEOYAmt062993
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058635
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt062993
IRS990EZ/OccupancyRentUtltsAndMaintAmt011787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARTER WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0242
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To administer and manage for the City of Lafayette, an historical landmark used for the benefits of its residents and citizens.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED OPERATION AND MATINTENACE OF HISTORICAL BUILDING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01037
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012824
IRS990EZ/TotalProgramServiceExpensesAmt01037
IRS990EZ/TotalRevenueAmt017182
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $82
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues $160
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0WELLS
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LAFAYETTE IMPROVEMENT ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0LAFA
ReturnHeader/Filer/EIN0942771596
ReturnHeader/Filer/PhoneNum09252849179
ReturnHeader/Filer/USAddress/AddressLine1Txt03535 SCHOOL STREET
ReturnHeader/Filer/USAddress/CityNm0LAFAYETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosi & Wallin CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03201 Danville Blvd Ste 270
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Alamo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094507
ReturnHeader/PreparerPersonGrp/PhoneNum09253767840
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEO R ROSI CPA
ReturnHeader/ReturnTs02016-09-21T14:53:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
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
$62,993
Liabilities
$0
Net assets
$62,993
Revenue
$17,182
Expenses
$12,824
Net income
$4,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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