August Lepori Endowment Trust

990EZ • Fiscal year 2013 • EIN 94-3016821

Jul 01, 2012 to Jun 30, 2013 • Filed on May 06, 2014

Organization Profile N/A

203 Maria Drive94954

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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-25%

Higher net margin than 14% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

4.2%

Faster asset growth than 54% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

102%

Faster revenue growth than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$347,883

Up $14,057 (+4.2%) from 2012

Net Assets

$347,883

Up $14,057 (+4.2%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin14th percentile

Revenue

$11,959

Up $6,052 (+102%) from 2012

Expenses

$14,903

Up $2,179 (+17%) from 2012

Net Income

-$2,944

Up $3,873 (+57%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

Highlighted filing

2013

Assets$347,883

Liabilities$0

Net Assets$347,883

Open 2013 Filing

Operations Trend

Revenue Growth93rd percentile

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

Highlighted filing

2013

Revenue$11,959

Expenses$14,903

Net Income-$2,944

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: May 6, 2014
Return Version: 2012v2.1

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 Appendix142 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/ActivitiesNotPreviouslyRpt	0	0
IRS990EZ/AmountOfTaxImposedOnOrgMgr	0	0
IRS990EZ/AmountOfTaxReimbursedByOrg	0	0
IRS990EZ/CashSavingsAndInvestments/BOY	0	333826
IRS990EZ/CashSavingsAndInvestments/EOY	0	347883
IRS990EZ/CostOtherBasisAndSalesExpenses	0	116719
IRS990EZ/DirectIndirectPoliticalExpend	0	0
IRS990EZ/DoesOrgHaveHospital	0	0
IRS990EZ/EngagedInExcessBenefitTrans	0	0
IRS990EZ/EngageInLobbyingActivities	0	0
IRS990EZ/EngagePoliticalCmpgnActivities	0	0
IRS990EZ/ExcessOrDeficitForYear	0	-2944
IRS990EZ/FeesAndOthPymtToIndContractors	0	1795
IRS990EZ/FiledScheduleA	0	1
IRS990EZ/ForeignFinancialAccount	0	0
IRS990EZ/ForeignOffice	0	0
IRS990EZ/GainOrLossFromSaleOfAssets	0	4452
IRS990EZ/GrossAmountFromSaleOfAssets	0	121171
IRS990EZ/GrossReceipts	0	128678
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartIII	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InvestmentIncome	0	7507
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	0
IRS990EZ/MadeLoansToFromOfficers	0	0
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	0
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	333826
IRS990EZ/NetAssetsOrFundBalancesBOY	0	333826
IRS990EZ/NetAssetsOrFundBalances/EOY	0	347883
IRS990EZ/NetAssetsOrFundBalancesEOY	0	347883
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	MICHAEL TOMASINI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	GEOFF ELLIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	VICTOR DEKSNYS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	KURT SCHAU
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	TRUSTEE
IRS990EZ/OperatingSchool	0	0
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	0
IRS990EZ/OrganizationHadUBI	0	0
IRS990EZ/OtherChangesInNetAssets	0	17001
IRS990EZ/OtherExpensesTotal	0	13108
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	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 PETALUMA FOR THE INDEFINITE FUTURE.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	SUPPORT OF THE LONG-TERM FINANCIAL STABILITY OF THE CLUBS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	0
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	13108
IRS990EZ/ProhibitedTaxShelterTrans	0	0
IRS990EZ/RelatedOrgControlledEntity	0	0
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	CA
IRS990EZ/SubjectToProxyTax	0	0
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	0
IRS990EZ/TaxImposedUnderIRC4911	0	0
IRS990EZ/TaxImposedUnderIRC4912	0	0
IRS990EZ/TaxImposedUnderIRC4955	0	0
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	203 Maria Drive
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Petaluma
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	94954
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1	0	The Organization
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	7077695322
IRS990EZ/TotalAssets/BOY	0	333826
IRS990EZ/TotalAssets/EOY	0	347883
IRS990EZ/TotalExpenses	0	14903
IRS990EZ/TotalProgramServiceExpenses	0	13108
IRS990EZ/TotalRevenue	0	11959
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	0
IRS990EZ/WebSite	0	N/A
IRS990ScheduleA/ContribBy35ControlledEntity	0	0
IRS990ScheduleA/ContribByControllingIndividual	0	0
IRS990ScheduleA/ContributionByRelatedParty	0	0
IRS990ScheduleA/SumOfAmounts	0	13108
IRS990ScheduleA/SupportedOrgInformation/Amount	0	13108
IRS990ScheduleA/SupportedOrgInformation/EIN	0	941244390
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc	0	1
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine1	0	BOYS & GIRLS CLUBS OF MARIN AND SOUTHERN SONOMA COUNTIES
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS	0	1
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified	0	1
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization	0	501(C)(3)
IRS990ScheduleA/SupportingOrg509a3Type1	0	X
IRS990ScheduleA/SupportingOrganization509a3	0	X
IRS990ScheduleA/TotalNumberOfSupportedOrgs	0	1
IRS990ScheduleO/GeneralExplanation/Explanation	0	INTEREST/DIVIDEND INCOME 7,507..
IRS990ScheduleO/GeneralExplanation/Explanation	1	Description: DISTRIBUTION TO BENEFICIARY. Amount: 13,108.
IRS990ScheduleO/GeneralExplanation/Explanation	2	Description: UNREALIZED APRECIATION IN VALUE OF ASSETS. Amount: 17,001.
IRS990ScheduleO/GeneralExplanation/Identifier	0	Other Investment Income
IRS990ScheduleO/GeneralExplanation/Identifier	1	Other Expenses
IRS990ScheduleO/GeneralExplanation/Identifier	2	Other Changes in Net Assets
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Form 990-EZ, Part I, Line 4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Form 990-EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Form 990-EZ, Part I, Line 20
TransferPrsnlBnftContractsDecl/Declaration	0	The 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/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/Filer/EIN	0	943016821
ReturnHeader/Filer/Name/BusinessNameLine1	0	AUGUST LEPORI ENDOWMENT TRUST
ReturnHeader/Filer/NameControl	0	AUGU
ReturnHeader/Filer/Phone	0	7077695322
ReturnHeader/Filer/USAddress/AddressLine1	0	203 Maria Drive
ReturnHeader/Filer/USAddress/City	0	Petaluma
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	94954
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2014-05-06
ReturnHeader/Officer/Name	0	MICHAEL TOMASINI
ReturnHeader/Officer/Phone	0	7077695322
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/PreparerFirm/EIN	0	941585562
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	PISENTI & BRINKER LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	201 FIRST STREET SUITE 208
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	PETALUMA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	94952
ReturnHeader/Preparer/Name	0	RAYMOND POUNDS
ReturnHeader/Preparer/Phone	0	7077629900
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2014-05-12T16:43:39-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $347,883
Liabilities: $0
Net assets: $347,883
Revenue: $11,959
Expenses: $14,903
Net income: -$2,944

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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