Civic Intelligence

Taormina Theosophical Manor House Inc.

990PF • Fiscal year 2014 • EIN 95-3357357

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

Organization Profile
18 Taormina Lane93023

(805) 646-1675

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

36%

Faster asset growth than 83% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

59th percentile

6.5%

Faster revenue growth than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$450,843

Up $118,912 (+36%) from 2013

Net Assets

$450,843

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin19th percentile

Revenue

Up

$165,800

Up $10,188 (+6.5%) from 2013

Expenses

Up

$196,319

Up $19,575 (+11%) from 2013

Net Income

Down

-$30,519

Down $9,387 (-44%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$600K$400K$200K$0Assets 2012: $353,064Liabilities 2012: $12012Assets 2013: $331,931Liabilities 2013: $02013Assets 2014: $450,843Liabilities 2014: $0Net Assets 2014: $450,8432014Assets 2015: $551,857Liabilities 2015: $0Net Assets 2015: $551,8572015Assets 2016: $355,759Liabilities 2016: $703Net Assets 2016: $355,0562016Assets 2017: $360,415Liabilities 2017: $153,847Net Assets 2017: $206,5682017Assets 2019: $542,887Liabilities 2019: $362,039Net Assets 2019: $180,8482019Assets 2020: $456,463Liabilities 2020: $348,014Net Assets 2020: $108,4492020Assets 2021: $461,729Liabilities 2021: $336,360Net Assets 2021: $125,3692021Assets 2022: $410,048Liabilities 2022: $352,286Net Assets 2022: $57,7622022Assets 2023: $433,710Liabilities 2023: $335,8392023

Highlighted filing

2014

Assets$450,843
Liabilities$0
Net Assets$450,843
Open 2014 Filing

Operations Trend

Revenue Growth59th percentile

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

$400K$200K$0-$200KRevenue 2012: $103,871Expenses 2012: $126,852Net Income 2012: -$22,9812012Revenue 2013: $155,612Expenses 2013: $176,744Net Income 2013: -$21,1322013Revenue 2014: $165,800Expenses 2014: $196,319Net Income 2014: -$30,5192014Revenue 2015: $154,041Expenses 2015: $270,629Net Income 2015: -$116,5882015Revenue 2016: $145,582Expenses 2016: $343,467Net Income 2016: -$197,8852016Revenue 2017: $168,578Expenses 2017: $319,478Net Income 2017: -$150,9002017Revenue 2019: $188,643Expenses 2019: $239,954Net Income 2019: -$51,3112019Revenue 2020: $204,500Expenses 2020: $247,917Net Income 2020: -$43,4172020Revenue 2021: $221,468Expenses 2021: $204,549Net Income 2021: $16,9192021Revenue 2022: $239,886Expenses 2022: $286,243Net Income 2022: -$46,3572022Revenue 2023: $221,787Expenses 2023: $195,616Net Income 2023: $26,1712023

Highlighted filing

2014

Revenue$165,800
Expenses$196,319
Net Income-$30,519
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisanne SchliemannTreasurer-$0--
Ellene BunnerPresident-$0--
Saerry FiorentinoSecretary-$0--
Filing and Contact Details

Filer

EIN
95-3357357

Signing Officer

Name
Ellene Bunner
Title
President
Signed
2015-02-11
Discuss with paid preparer
Yes

Preparer

Preparer
Elizabeth J Karnes EA
Phone
8056462444
Raw XML Appendix344 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.

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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Ellene Bunner
IRS990PF/StatementsRegardingActyGrp/PhoneNum08056461675
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Provides and maintains low cost housing for the elderly.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt022146
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1393
LandEtcSchedule2/LandEtcGrp/BookValueAmt01354
LandEtcSchedule2/LandEtcGrp/BookValueAmt11573
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt023500
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11966
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01354
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt11573
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt041740
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt041740
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt041740
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0147
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt212488
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt4851
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt5121877
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Donations
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Federal Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Licenses & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0147
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt212488
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4851
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5121877
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt212488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4851
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5121877
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Reimbursement of Expenses
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022795
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01621
TaxesSchedule/TaxesDetail/Amt01621
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01621
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ellene Bunner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10Taormina Theosophical Manor House
ReturnHeader/Filer/BusinessNameControlTxt0TAOR
ReturnHeader/Filer/EIN0953357357
ReturnHeader/Filer/USAddress/AddressLine1018 Taormina Lane
ReturnHeader/Filer/USAddress/City0Ojai
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10OJAI VALLEY FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101211 MARICOPA HWY STE 227
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0OJAI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0930233162
ReturnHeader/PreparerPersonGrp/PhoneNum08056462444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth J Karnes EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-12T14:22:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$450,843
Liabilities
$0
Net assets
$450,843
Revenue
$165,800
Expenses
$196,319
Net income
-$30,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.34$3.36$2.22$1.96$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$3.52$0.58$2.40$2.86$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.62$3.36$1.25$2.21$2.05$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$3.48$1.08$2.05$2.48$0.43
2019Detailed filing. Detailed filing data is available for this year.$5.43$3.62$1.81$1.89$2.40$0.51
2017Detailed filing. Detailed filing data is available for this year.$3.60$1.54$2.07$1.69$3.19$1.51
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.01$3.55$1.46$3.43$1.98
2015Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$1.54$2.71$1.17
2014Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$1.66$1.96$0.31
2013Summary only. Only limited summary data is available for this year.$3.32$0.00$1.56$1.77$0.21
2012Summary only. Only limited summary data is available for this year.$3.53$0.00$1.04$1.27$0.23