Civic Intelligence

August Lepori Endowment Trust

990EZ • Fiscal year 2014 • EIN 94-3016821

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

Organization ProfileN/A
203 Maria Drive94954

(707) 769-5322

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.

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

74th percentile

$0

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

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

92nd percentile

98%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$378,566

Up $30,683 (+8.8%) from 2013

Net Assets

Up

$378,566

Up $30,683 (+8.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$23,630

Up $11,671 (+98%) from 2013

Expenses

Up

$16,056

Up $1,153 (+7.7%) from 2013

Net Income

Up

$7,574

Up $10,518 (+357%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

2014

Assets$378,566
Liabilities$0
Net Assets$378,566
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

2014

Revenue$23,630
Expenses$16,056
Net Income$7,574
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$184,127
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.

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.

Program Services

DescriptionGrantsExpenses
SUPPORT OF THE LONG-TERM FINANCIAL STABILITY OF THE CLUBS$0$14,180
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL TOMASINITrustee-$0--
GEOFF ELLISTrustee-$0--
VICTOR DEKSNYSTrustee-$0--
KURT SCHAUTrustee-$0--
Filing and Contact Details

Filer

EIN
94-3016821
Phone
7077695322

Signing Officer

Name
Michael Tomasini
Title
Trustee
Phone
7077695322
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Raymond Pounds
Phone
7077629900
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest/dividend income. Amount: 5,747.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: distribution to beneficiary. Amount: 14,180. Description: bank fees. Amount: 36. Total to form 990-ez, line 16: 14,216.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized apreciation in value of assets. Amount: 23,109.”

Raw XML Appendix140 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07077695322
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10203 MARIA DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0PETALUMA
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode094954
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0347883
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0378566
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0160497
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07574
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01840
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0347883
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0378566
IRS990EZ/GainOrLossFromSaleOfAssetsAmt017883
IRS990EZ/GrossReceiptsAmt0184127
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05747
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0347883
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0378566
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0347883
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0378566
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL TOMASINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GEOFF ELLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VICTOR DEKSNYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KURT SCHAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt023109
IRS990EZ/OtherExpensesTotalAmt014216
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF THE LONG-TERM FINANCIAL STABILITY OF THE CLUBS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014180
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt0178380
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016056
IRS990EZ/TotalProgramServiceExpensesAmt014180
IRS990EZ/TotalRevenueAmt023630
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941244390
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014180
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10BOYS & GIRLS CLUBS OF MARIN AND SOUTHERN SONOMA COUNTIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt014180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST/DIVIDEND INCOME. AMOUNT: 5,747.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DISTRIBUTION TO BENEFICIARY. AMOUNT: 14,180. DESCRIPTION: BANK FEES. AMOUNT: 36. TOTAL TO FORM 990-EZ, LINE 16: 14,216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED APRECIATION IN VALUE OF ASSETS. AMOUNT: 23,109.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL TOMASINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07077695322
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10AUGUST LEPORI ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AUGU
ReturnHeader/Filer/EIN0943016821
ReturnHeader/Filer/PhoneNum07077695322
ReturnHeader/Filer/USAddress/AddressLine10203 MARIA DRIVE
ReturnHeader/Filer/USAddress/City0PETALUMA
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094954
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941585562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PISENTI & BRINKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10201 FIRST STREET SUITE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PETALUMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094952
ReturnHeader/PreparerPersonGrp/PhoneNum07077629900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND POUNDS
ReturnHeader/ReturnTs02015-05-14T17:38:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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
$378,566
Liabilities
$0
Net assets
$378,566
Revenue
$23,630
Expenses
$16,056
Net income
$7,574
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