Civic Intelligence

Lafayette Improvement Association

990EZ • Fiscal year 2020 • EIN 94-2771596

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 01, 2020

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

15th percentile

-37%

Higher net margin than 15% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$53,220

Down $4,501 (-7.8%) from 2019

Net Assets

Down

$53,220

Down $4,501 (-7.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin15th percentile

Revenue

Down

$14,878

Down $2,200 (-13%) from 2019

Expenses

Down

$20,344

Down $1,654 (-7.5%) from 2019

Net Income

Down

-$5,466

Down $546 (-11%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$53,220
Liabilities$0
Net Assets$53,220
Open 2020 Filing

Operations Trend

Revenue Growth51st 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

2020

Revenue$14,878
Expenses$20,344
Net Income-$5,466
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 1, 2020
Return Version
2019v5.0
Gross Receipts
$14,878
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 MAINTENANCE OF HISTORICAL BUILDING--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARTER WELLSCFO-$0--
CLYDE LONGCEO-$0--
MARY MCCOSKERSecretary-$0--
JANICE PEACOCKDirector-$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 Wells
Title
CFO
Signed
2020-10-01
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

“Insurance $4781”

Other Expenses.1

“Dues $165”

Raw XML Appendix111 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/BOYAmt057721
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053220
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0110
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5466
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057721
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053220
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt014878
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014768
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057721
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053220
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057721
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053220
IRS990EZ/OccupancyRentUtltsAndMaintAmt014698
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARTER WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CLYDE LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY MCCOSKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANICE PEACOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0965
IRS990EZ/OtherExpensesTotalAmt04946
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 MAINTENANCE OF HISTORICAL BUILDING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020344
IRS990EZ/TotalRevenueAmt014878
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GovernmentalUnitInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $4781
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Dues $165
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARTER WELLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-01
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/PreparerFirmEIN0930796356
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/PreparerPersonNm0Paula Wallin CPA
ReturnHeader/ReturnTs02020-10-01T11:29:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,220
Liabilities
$0
Net assets
$53,220
Revenue
$14,878
Expenses
$20,344
Net income
-$5,466
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