Civic Intelligence

Kiwanis De Tolosa

EIN 95-2543465 • 501(c)4 • San Luis Obispo, CA

Profile

To service youth in the area by providing scholarships and financial needs

1241 Johnson Ave Ste 311San Luis Obispo, CA 93401

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

31st percentile

-9.2%

Higher net margin than 31% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-37%

Faster revenue growth than 20% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $28,756 (-100%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $28,756 (-100%) from 2015

Operations
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$16,840

Down $9,877 (-37%) from 2015

Expenses

Up

$18,388

Up $5,744 (+45%) from 2015

Net Income

Down

-$1,548

Down $15,621 (-111%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $30,025Liabilities 2010: $2,500Net Assets 2010: $27,5252010Assets 2011: $22,475Net Assets 2011: $22,4752011Assets 2012: $20,681Net Assets 2012: $20,6812012Assets 2013: $17,287Liabilities 2013: $0Net Assets 2013: $17,2872013Assets 2014: $14,683Liabilities 2014: $0Net Assets 2014: $14,6832014Assets 2015: $28,756Liabilities 2015: $0Net Assets 2015: $28,7562015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $59,018Expenses 2010: $50,784Net Income 2010: $8,2342010Revenue 2011: $41,666Expenses 2011: $46,716Net Income 2011: -$5,0502011Revenue 2012: $26,341Expenses 2012: $28,135Net Income 2012: -$1,7942012Revenue 2013: $15,772Expenses 2013: $19,166Net Income 2013: -$3,3942013Revenue 2014: $15,375Expenses 2014: $18,178Net Income 2014: -$2,8032014Revenue 2015: $26,717Expenses 2015: $12,644Net Income 2015: $14,0732015Revenue 2016: $16,840Expenses 2016: $18,388Net Income 2016: -$1,5482016

Highlighted filing

2016

Revenue$16,840
Expenses$18,388
Net Income-$1,548
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$16,840
Expenses
$18,388
Net income
-$1,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$16.8$18.4$1.55
2015Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$26.7$12.6$14.1
2014Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$15.4$18.2$2.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.3$0.00$17.3$15.8$19.2$3.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$20.7$26.3$28.1$1.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$22.5$41.7$46.7$5.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$2.50$27.5$59.0$50.8$8.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 2, 2017
Return Version
2015v3.0
Gross Receipts
$31,907
Mission and Program Overview

Mission

To service youth in the area by providing scholarships and financial needs

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS - EDUCATIONAL SCHOLARSHIPS FOR QUALIFIED HIGH SCHOOL SENIORS.$7,158-
YOUTH SERVICE - DIRECT DONATIONS AND FUNDRAISING EVENTS TO SUPPORT LOCAL YOUTH GROUPS AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY$3,570-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE PETTYPresidentPT$0--
GREG SAUNDERSVice President-$0--
STEVE MATHISSecretary-$0--
JAMES IRWINTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Drive Thru Bbq$21,826$21,826-$21,826
Bbq Fundraisers$6,200$6,200-$6,200
Total Events$28,026$28,026$15,067$12,959
Filing and Contact Details

Filer

Filer Name
Kiwanis De Tolosa
EIN
95-2543465
Phone
8052770714
Address
1241 JOHNSON AVE STE 311, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Michael R Johnson
Title
CPA/agent
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Michael R Johnson CPA JD
Address
20033 Alderwood Circle, Bend, OR 97702-2054
Preparer
Michael R Johnson
Phone
8052770714
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: SCHOLARSHIPS - SLO COUNTY SCHOOLS | Donee's Address: 350 SAN LUIS DR SAN LUIS OBISPO CA 93401 | Cash Amount Given: $7158”

Other Expenses.1

“District international dues $3836”

Other Expenses.2

“DISTRICT EXPENSES $1270”

Other Expenses.4

“AWARDS $154”

Raw XML Appendix139 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/PersonNm0MICHAEL R JOHNSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08052770714
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01241 JOHNSON AVE STE 311
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028756
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1548
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02185
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028756
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt028026
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010727
IRS990EZ/GrossReceiptsAmt031907
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03881
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028756
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028756
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE PETTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG SAUNDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVE MATHIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES IRWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-27208
IRS990EZ/OtherExpensesTotalAmt05260
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVICE YOUTH IN THE AREA BY PROVIDING SCHOLARSHIPS AND FINANCIAL NEEDS
IRS990EZ/PrintingPublicationsPostageAmt0216
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS - EDUCATIONAL SCHOLARSHIPS FOR QUALIFIED HIGH SCHOOL SENIORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1YOUTH SERVICE - DIRECT DONATIONS AND FUNDRAISING EVENTS TO SUPPORT LOCAL YOUTH GROUPS AND IMPROVE QUALITY OF LIFE IN OUR COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07158
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt13570
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt015067
IRS990EZ/SpecialEventsNetIncomeLossAmt012959
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt018388
IRS990EZ/TotalProgramServiceExpensesAmt010728
IRS990EZ/TotalRevenueAmt016840
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015067
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DRIVE THRU BBQ
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BBQ FUNDRAISERS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010734
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04333
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015067
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021826
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06200
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028026
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012959
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION SLO
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-09-30
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt027208
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(c) 3
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUAL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0550 DAN STREET
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd093401
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: SCHOLARSHIPS - SLO COUNTY SCHOOLS | Donee's Address: 350 SAN LUIS DR SAN LUIS OBISPO CA 93401 | Cash Amount Given: $7158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRICT INTERNATIONAL DUES $3836
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRICT EXPENSES $1270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AWARDS $154
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL R JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA/AGENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KIWANIS DE TOLOSA
ReturnHeader/Filer/BusinessNameControlTxt0KIWA
ReturnHeader/Filer/EIN0952543465
ReturnHeader/Filer/PhoneNum08052770714
ReturnHeader/Filer/USAddress/AddressLine1Txt01241 JOHNSON AVE STE 311
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Michael R Johnson CPA JD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020033 Alderwood Circle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0977022054
ReturnHeader/PreparerPersonGrp/PhoneNum08052770714
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R JOHNSON
ReturnHeader/ReturnTs02017-05-02T11:46:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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