Civic Intelligence

Claremont Faculty Association

990 • Fiscal year 2015 • EIN 95-3793585

Sep 01, 2014 to Aug 31, 2015 • Filed on Jan 15, 2016

141-b Harvard AveClaremont, CA 91711

(909) 624-6113

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.05x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.03x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

42nd percentile

1.4%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

50th percentile

$1,085

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

41st percentile

0.0%

Faster asset growth than 41% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

7.7%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$31,010

Up $12 (+0.0%) from 2014

Net Assets

Up

$29,326

Up $691 (+2.4%) from 2014

Liabilities

Down

$1,684

Down $679 (-29%) from 2014

Revenue

Up

$50,919

Up $3,661 (+7.7%) from 2014

Expenses

Down

$50,228

Down $6,158 (-11%) from 2014

Net Income

Up

$691

Up $9,819 (+108%) from 2014

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $37,484Liabilities 2011: $8132011Assets 2012: $43,251Liabilities 2012: $3242012Assets 2013: $38,091Liabilities 2013: $328Net Assets 2013: $37,7632013Assets 2014: $30,998Liabilities 2014: $2,363Net Assets 2014: $28,6352014Assets 2015: $31,010Liabilities 2015: $1,684Net Assets 2015: $29,3262015Assets 2016: $32,412Liabilities 2016: $786Net Assets 2016: $31,6262016Assets 2017: $49,307Liabilities 2017: $519Net Assets 2017: $48,7882017Assets 2018: $62,490Liabilities 2018: $862Net Assets 2018: $61,6282018Assets 2019: $83,947Liabilities 2019: $98Net Assets 2019: $83,8492019Assets 2020: $109,261Liabilities 2020: $99Net Assets 2020: $109,1622020Assets 2021: $146,494Liabilities 2021: $146Net Assets 2021: $146,3482021Assets 2022: $164,196Liabilities 2022: $1,202Net Assets 2022: $162,9942022Assets 2023: $173,298Liabilities 2023: $774Net Assets 2023: $172,5242023Assets 2024: $168,835Liabilities 2024: $2,781Net Assets 2024: $166,0542024

Highlighted filing

2015

Assets$31,010
Liabilities$1,684
Net Assets$29,326

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $47,951Expenses 2011: $30,579Net Income 2011: $17,3722011Revenue 2012: $47,083Expenses 2012: $40,797Net Income 2012: $6,2862012Revenue 2013: $51,544Expenses 2013: $56,708Net Income 2013: -$5,1642013Revenue 2014: $47,258Expenses 2014: $56,386Net Income 2014: -$9,1282014Revenue 2015: $50,919Expenses 2015: $50,228Net Income 2015: $6912015Revenue 2016: $50,306Expenses 2016: $48,006Net Income 2016: $2,3002016Revenue 2017: $67,135Expenses 2017: $49,973Net Income 2017: $17,1622017Revenue 2018: $65,987Expenses 2018: $53,147Net Income 2018: $12,8402018Revenue 2019: $76,140Expenses 2019: $53,919Net Income 2019: $22,2212019Revenue 2020: $70,343Expenses 2020: $45,030Net Income 2020: $25,3132020Revenue 2021: $74,293Expenses 2021: $37,107Net Income 2021: $37,1862021Revenue 2022: $71,347Expenses 2022: $54,701Net Income 2022: $16,6462022Revenue 2023: $67,597Expenses 2023: $58,067Net Income 2023: $9,5302023Revenue 2024: $69,450Expenses 2024: $75,920Net Income 2024: -$6,4702024

Highlighted filing

2015

Revenue$50,919
Expenses$50,228
Net Income$691
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$50,919
Mission and Program Overview

Mission

To promote the welfare and interests of the members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,240$29,838▲ $598
Rtn Earn Endowment Incm Other Fnds$28,635$29,326▲ $691
Land, Buildings, and Equipment, Net$1,758$1,172▼ $586
Total Assets$30,998$31,010▲ $12
Liabilities
Accounts Payable and Accrued Expenses$2,363$1,684▼ $679
Total Liabilities$2,363$1,684▼ $679
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,635$29,326▲ $691
Total Liabilities and Net Assets / Fund Balance$30,998$31,010▲ $12

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,172$4,851$6,023
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kara EvansMember-at-la-$1,085$1,085
David ChamberlainPresidentPT$800$800
Joe TonanPast PresidePT$650$650
Anne DiekenTreasurerPT$600$600
Barbara BilderbackSecretary-$250$250
Talia BowmanVice Preside-$250$250
Allison EvansMember-at-la-$200$200
Jenny Mcgourty-riggsMember-at-la-$200$200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,908
Investment Income
$11
Other Revenue
$0
Change in Net Assets
$691

Audited Revenue Reconciliation

Revenue per Audited Statements
$50,919
Total Revenue per Audited Statements
$50,919
Total Revenue per Form 990
$50,919
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,850
Salaries, Compensation, and Employee Benefits$10,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$9,215
All Other Expenses---$7,638
Occupancy---$5,280
Office Expenses---$2,882
Fees for Services Accounting---$2,835
Other Expenses---$2,068
Payroll Taxes---$1,163
Depreciation Depletion---$586
Total Functional Expenses$0$0$0$50,228

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$50,228
Total Expenses per Audited Statements$50,228
Total Expenses per Form 990$50,228
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Members have the power to elect other members of the governing body

Form 990, Page 6, Part VI, Line 7B

Governance decisions are reserved to members

Form 990, Page 6, Part VI, Line 11B

Reviewed annually during executive board meetings

Form 990, Page 6, Part VI, Line 12C

Reviewed annually during executive board meetings

Form 990, Page 6, Part VI, Line 15A

Reviewed annually during executive board meetings

Form 990, Page 6, Part VI, Line 15B

Reviewed annually during executive board meetings

Form 990, Page 6, Part VI, Line 19

Information returns are available to the public through a written request

Filing and Contact Details

Filer

Filer Name
Claremont Faculty Association
EIN
95-3793585
Phone
9096246113
Address
141-B HARVARD AVE, CLAREMONT, CA 91711

Signing Officer

Name
Anne Dieken
Title
Treasurer
Phone
9096246113
Signed
2016-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Dieken
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
1

Preparer

Firm
Paul S Joo CPA
Address
12966 EUCLID STREET SUITE 210, GARDEN GROVE, CA 92840
Preparer
Paul S Joo CPA
Phone
7145371200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Payroll processing fee 1,819 0 0 exec board/council mtngs 1,688 0 0 public relations 1,519 0 0 utilities 1,373 0 0 negotiations 935 0 0 program expenses 304 0 0

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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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IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED ANNUALLY DURING EXECUTIVE BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED ANNUALLY DURING EXECUTIVE BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEWED ANNUALLY DURING EXECUTIVE BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REVIEWED ANNUALLY DURING EXECUTIVE BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INFORMATION RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH A WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PAYROLL PROCESSING FEE 1,819 0 0 EXEC BOARD/COUNCIL MTNGS 1,688 0 0 PUBLIC RELATIONS 1,519 0 0 UTILITIES 1,373 0 0 NEGOTIATIONS 935 0 0 PROGRAM EXPENSES 304 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
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IRS990/TotalLiabilitiesGrp/EOYAmt01684
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028635
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt029326
IRS990/TotalProgramServiceRevenueAmt050908
IRS990/TotalReportableCompFromOrgAmt04035
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050919
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050919
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030998
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031010
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CLAREMONTFACULTYASSOCIATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE DIEKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09096246113
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAREMONT FACULTY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0953793585
ReturnHeader/Filer/PhoneNum09096246113
ReturnHeader/Filer/USAddress/AddressLine1Txt0141-B HARVARD AVE
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091711
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204259760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL S JOO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012966 EUCLID STREET SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN GROVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092840
ReturnHeader/PreparerPersonGrp/PhoneNum07145371200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-15T06:57:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.03$1.66$0.69$0.76$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.73$0.68$0.58$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.63$0.71$0.55$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.74$0.37$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.70$0.45$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.76$0.54$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.62$0.66$0.53$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.49$0.67$0.50$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.32$0.50$0.48$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.29$0.51$0.50$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.29$0.47$0.56$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.52$0.57$0.05
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.47$0.41$0.06
2011Summary only. Only limited summary data is available for this year.$0.37$0.01$0.48$0.31$0.17