Civic Intelligence

August Lepori Endowment Trust

990EZ • Fiscal year 2011 • EIN 94-3016821

Jul 01, 2010 to Jun 30, 2011 • Filed on May 14, 2012

Organization ProfileN/A
203 Maria Drive94954
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

56th percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$345,275

No earlier filing loaded for comparison.

Net Assets

$345,275

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin97th percentile

Revenue

$65,133

No earlier filing loaded for comparison.

Expenses

$10,430

No earlier filing loaded for comparison.

Net Income

$54,703

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $345,275Liabilities 2011: $0Net Assets 2011: $345,2752011Assets 2012: $333,826Liabilities 2012: $0Net Assets 2012: $333,8262012Assets 2013: $347,883Liabilities 2013: $0Net Assets 2013: $347,8832013Assets 2014: $378,566Liabilities 2014: $0Net Assets 2014: $378,5662014Assets 2015: $363,674Liabilities 2015: $0Net Assets 2015: $363,6742015Assets 2016: $346,308Liabilities 2016: $0Net Assets 2016: $346,3082016Assets 2017: $67,842Liabilities 2017: $0Net Assets 2017: $67,8422017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2011

Assets$345,275
Liabilities$0
Net Assets$345,275
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2011: $65,133Expenses 2011: $10,430Net Income 2011: $54,7032011Revenue 2012: $5,907Expenses 2012: $12,724Net Income 2012: -$6,8172012Revenue 2013: $11,959Expenses 2013: $14,903Net Income 2013: -$2,9442013Revenue 2014: $23,630Expenses 2014: $16,056Net Income 2014: $7,5742014Revenue 2015: $37,180Expenses 2015: $16,403Net Income 2015: $20,7772015Revenue 2016: -$17,544Expenses 2016: $15,746Net Income 2016: -$33,2902016Revenue 2017: $11,815Expenses 2017: $307,591Net Income 2017: -$295,7762017Revenue 2018: $4,200Expenses 2018: $72,042Net Income 2018: -$67,8422018

Highlighted filing

2011

Revenue$65,133
Expenses$10,430
Net Income$54,703
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 14, 2012
Return Version
2010v3.4
Mission and Program Overview

Mission

The purpose of the trust is to maintain an endowment fund that will continue to provide annual support for programs of the boys and girls clubs of marin and southern sonoma counties for the indefinite future.

Filing and Contact Details

Filer

EIN
94-3016821
Raw XML Appendix152 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY0265857
IRS990EZ/CashSavingsAndInvestments/EOY0345275
IRS990EZ/ContributionsGiftsGrantsEtc059114
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear054703
IRS990EZ/FeesAndOthPymtToIndContractors03310
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts065133
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome06019
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0265857
IRS990EZ/NetAssetsOrFundBalancesBOY0265857
IRS990EZ/NetAssetsOrFundBalances/EOY0345275
IRS990EZ/NetAssetsOrFundBalancesEOY0345275
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10203 MARIA DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11203 MARIA DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12203 MARIA DRIVE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0PETALUMA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1PETALUMA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2PETALUMA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode094954
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode194954
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode294954
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MICHAEL TOMASINI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1GEOFF ELLIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2VICTOR DEKSNYS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets024715
IRS990EZ/OtherExpensesTotal07120
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0THE PURPOSE OF THE TRUST IS TO MAINTAIN AN ENDOWMENT FUND THAT WILL CONTINUE TO PROVIDE ANNUAL SUPPORT FOR PROGRAMS OF THE BOYS AND GIRLS CLUBS OF PETALUMA FOR THE INDEFINITE FUTURE.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0SUPPORT OF THE LONG-TERM FINANCIAL STABILITY OF THE CLUBS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses010430
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10203 Maria Drive
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Petaluma
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094954
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10The Organization
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07077695322
IRS990EZ/TotalAssets/BOY0265857
IRS990EZ/TotalAssets/EOY0345275
IRS990EZ/TotalExpenses010430
IRS990EZ/TotalProgramServiceExpenses010430
IRS990EZ/TotalRevenue065133
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts010430
IRS990ScheduleA/SupportedOrgInformation/Amount010430
IRS990ScheduleA/SupportedOrgInformation/EIN0941244390
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10BOYS & GIRLS CLUBS OF MARIN AND SOUTHERN SONOMA COUNTIES
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)(3)
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST/DIVIDEND INCOME 6,019..
IRS990ScheduleO/GeneralExplanation/Explanation1Description: DISTRIBUTION TO BENEFICIARY. Amount: 7,120.
IRS990ScheduleO/GeneralExplanation/Explanation2Description: UNREALIZED APPRECIATION IN VALUE OF ASSETS. Amount: 24,715.
IRS990ScheduleO/GeneralExplanation/Identifier0Other Investment Income
IRS990ScheduleO/GeneralExplanation/Identifier1Other Expenses
IRS990ScheduleO/GeneralExplanation/Identifier2Other Changes in Net Assets
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 20
TransferPrsnlBnftContractsDecl/Declaration0The 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/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943016821
ReturnHeader/Filer/Name/BusinessNameLine10AUGUST LEPORI ENDOWMENT TRUST
ReturnHeader/Filer/NameControl0AUGU
ReturnHeader/Filer/Phone07077695322
ReturnHeader/Filer/USAddress/AddressLine10203 Maria Drive
ReturnHeader/Filer/USAddress/City0Petaluma
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094954
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-14
ReturnHeader/Officer/Name0MICHAEL TOMASINI
ReturnHeader/Officer/Phone07077695322
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10PISENTI & BRINKER LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10201 FIRST STREET SUITE 208
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PETALUMA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094952
ReturnHeader/Preparer/Name0RAYMOND POUNDS
ReturnHeader/Preparer/Phone07077629900
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-05-15T13:39:02-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$345,275
Liabilities
$0
Net assets
$345,275
Revenue
$65,133
Expenses
$10,430
Net income
$54,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.72$0.68
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.12$3.08$2.96
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.18$0.16$0.33
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.37$0.16$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.24$0.16$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.00$3.48$0.12$0.15$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.00$3.34$0.06$0.13$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.45$0.00$3.45$0.65$0.10$0.55