Civic Intelligence

Saddleback Kiwanis Foundation Inc.

990 • Fiscal year 2019 • EIN 95-3636915

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 15, 2020

Organization ProfileN/A
PO Box 2083Laguna Hills, CA 92654

(909) 816-0468

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

3.1%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$984,163

Down $19,127 (-1.9%) from 2018

Net Assets

Down

$984,163

Down $19,127 (-1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin89th percentile

Revenue

Up

$126,157

Up $3,820 (+3.1%) from 2018

Expenses

Down

$73,637

Down $14,727 (-17%) from 2018

Net Income

Up

$52,520

Up $18,547 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $662,308Net Assets 2010: $662,3082010Assets 2011: $644,879Liabilities 2011: $0Net Assets 2011: $644,8792011Assets 2012: $766,181Liabilities 2012: $0Net Assets 2012: $766,1812012Assets 2013: $840,387Liabilities 2013: $0Net Assets 2013: $840,3872013Assets 2014: $885,036Liabilities 2014: $0Net Assets 2014: $885,0362014Assets 2015: $900,107Liabilities 2015: $0Net Assets 2015: $900,1072015Assets 2016: $932,278Liabilities 2016: $0Net Assets 2016: $932,2782016Assets 2017: $1,003,110Liabilities 2017: $0Net Assets 2017: $1,003,1102017Assets 2018: $1,003,290Liabilities 2018: $0Net Assets 2018: $1,003,2902018Assets 2019: $984,163Liabilities 2019: $0Net Assets 2019: $984,1632019Assets 2020: $1,015,863Liabilities 2020: $0Net Assets 2020: $1,015,8632020Assets 2021: $1,222,067Liabilities 2021: $0Net Assets 2021: $1,222,0672021Assets 2022: $967,755Liabilities 2022: $0Net Assets 2022: $967,7552022Assets 2023: $1,044,141Liabilities 2023: $0Net Assets 2023: $1,044,1412023Assets 2024: $1,207,754Liabilities 2024: $0Net Assets 2024: $1,207,7542024

Highlighted filing

2019

Assets$984,163
Liabilities$0
Net Assets$984,163
Open 2019 Filing

Operations Trend

Revenue Growth48th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $52,599Expenses 2010: $62,692Net Income 2010: -$10,0932010Expenses 2011: $89,3292011Expenses 2012: $93,3172012Expenses 2013: $91,1372013Revenue 2014: $102,057Expenses 2014: $86,326Net Income 2014: $15,7312014Revenue 2015: $85,447Expenses 2015: $68,937Net Income 2015: $16,5102015Revenue 2016: $95,119Expenses 2016: $91,022Net Income 2016: $4,0972016Revenue 2017: $80,383Expenses 2017: $80,154Net Income 2017: $2292017Revenue 2018: $122,337Expenses 2018: $88,364Net Income 2018: $33,9732018Revenue 2019: $126,157Expenses 2019: $73,637Net Income 2019: $52,5202019Revenue 2020: $59,652Expenses 2020: $49,827Net Income 2020: $9,8252020Revenue 2021: $118,702Expenses 2021: $56,673Net Income 2021: $62,0292021Revenue 2022: $65,370Expenses 2022: $78,710Net Income 2022: -$13,3402022Revenue 2023: $77,273Expenses 2023: $66,591Net Income 2023: $10,6822023Revenue 2024: $62,603Expenses 2024: $70,231Net Income 2024: -$7,6282024

Highlighted filing

2019

Revenue$126,157
Expenses$73,637
Net Income$52,520
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 15, 2020
Return Version
2018v3.1
Gross Receipts
$310,457
Mission and Program Overview

Mission

Service Club to support the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$989,559$966,738▼ $22,821
Savings and Temporary Cash Investments$8,207$10,876▲ $2,669
Cash and Non-Interest-Bearing Accounts$2,493$3,518▲ $1,025
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,003,290$984,163▼ $19,127
Other Assets Total$3,031$3,031→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,003,290$984,163▼ $19,127
Total Net Assets Fund Balance$1,003,290$984,163▼ $19,127
Total Liabilities and Net Assets / Fund Balance$1,003,290$984,163▼ $19,127
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Don BeckhartPresident
Greg RoyaltyPresident
Donna VettaDirector
Dottie JefferiesDirector
Gil RowlandDirector
Jim BurgeDirector
Joseph MandichakDirector
Karen PollickDirector
Lori RenaudDirector
Richard ChristyDirector
Sandy VerrallDirector
Cathy KisselSecretary
Mary Lou CrooksSecretary
Eric KodamaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,080
Program Service Revenue
$0
Investment Income
$80,206
Other Revenue
$6,871
All Other Contributions
$39,080
Change in Net Assets
$52,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,637
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$8,702-$8,702
Occupancy-$950-$950
Fees for Services Accounting-$375-$375
Office Expenses-$311-$311
Other Expenses$4,976$100-$100
Total Functional Expenses$63,199$10,438$0$73,637
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,871
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 reviewed by treasurer and provided to Board of Directors prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Saddleback Kiwanis Foundation Inc
EIN
95-3636915
Phone
9098160468
Address
PO Box 2083, Laguna Hills, CA 92654

Signing Officer

Name
Eric Kodama
Title
Treasurer
Signed
2020-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Kodama
Formed
1981
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
0
Employees
0
Volunteers
120

Preparer

Firm
Gary A Kreitz CPA and Associates Inc
Address
23101 MOULTON PKWY STE 110, LAGUNA HILLS, CA 92653-1234
Preparer
Gary A Kreitz CPA
Phone
9492157350
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Community Services: Boys & Girls Club, CASA, CHOC Walk, Meals on Wheels”

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IRS990/OccupancyGrp/ManagementAndGeneralAmt0950
IRS990/OccupancyGrp/TotalAmt0950
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0311
IRS990/OfficeExpensesGrp/TotalAmt0311
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03031
IRS990/OtherAssetsTotalGrp/EOYAmt03031
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Scholarships
IRS990/OtherExpensesGrp/Desc1Community Services
IRS990/OtherExpensesGrp/Desc2Education Programs
IRS990/OtherExpensesGrp/Desc3Bank Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ProgramServicesAmt050000
IRS990/OtherExpensesGrp/ProgramServicesAmt18223
IRS990/OtherExpensesGrp/ProgramServicesAmt24976
IRS990/OtherExpensesGrp/TotalAmt050000
IRS990/OtherExpensesGrp/TotalAmt18223
IRS990/OtherExpensesGrp/TotalAmt24976
IRS990/OtherExpensesGrp/TotalAmt3100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Eric Kodama
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Services: Boys & Girls Club, CASA, CHOC Walk, Meals on Wheels
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08223
IRS990/ProgSrvcAccomActy3Grp/Desc0Nursing Scholarship Saddleback Hospital
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt054657
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt063242
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt088364
IRS990/PYOtherRevenueAmt04438
IRS990/PYRevenuesLessExpensesAmt033973
IRS990/PYTotalExpensesAmt088364
IRS990/PYTotalRevenueAmt0122337
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt052520
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08207
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt027175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032797
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0212392
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048651
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048532
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0183171
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53690
IRS990ScheduleA/PublicSupportPY170Pct00.50690
IRS990ScheduleA/PublicSupportTotal170Amt0212392
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059080
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt027175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032797
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0212392
IRS990ScheduleA/TotalSupportAmt0395563
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Community Services: Boys & Girls Club, CASA, CHOC Walk, Meals on Wheels
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 reviewed by treasurer and provided to Board of Directors prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01003290
IRS990/TotalAssetsEOYAmt0984163
IRS990/TotalAssetsGrp/BOYAmt01003290
IRS990/TotalAssetsGrp/EOYAmt0984163
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039080
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063199
IRS990/TotalFunctionalExpensesGrp/TotalAmt073637
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$984,163
Liabilities
$0
Net assets
$984,163
Revenue
$126,157
Expenses
$73,637
Net income
$52,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.13$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.12$0.09$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.10$0.09$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.00$0.64$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.66$0.05$0.06$0.01