Civic Intelligence

Claremont Faculty Association

990 • Fiscal year 2019 • EIN 95-3793585

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 15, 2020

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

29%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$1,100

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

34%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

15%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$83,947

Up $21,457 (+34%) from 2018

Net Assets

Up

$83,849

Up $22,221 (+36%) from 2018

Liabilities

Down

$98

Down $764 (-89%) from 2018

Revenue

Up

$76,140

Up $10,153 (+15%) from 2018

Expenses

Up

$53,919

Up $772 (+1.5%) from 2018

Net Income

Up

$22,221

Up $9,381 (+73%) from 2018

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

2019

Assets$83,947
Liabilities$98
Net Assets$83,849

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

2019

Revenue$76,140
Expenses$53,919
Net Income$22,221
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 15, 2020
Return Version
2018v3.2
Gross Receipts
$76,140
Mission and Program Overview

Mission

To promote the welfare and interests of the members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$61,628$83,849▲ $22,221
Cash and Non-Interest-Bearing Accounts$62,490$82,414▲ $19,924
Land, Buildings, and Equipment, Net-$1,533-
Total Assets$62,490$83,947▲ $21,457
Liabilities
Accounts Payable and Accrued Expenses$862$98▼ $764
Total Liabilities$862$98▼ $764
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,628$83,849▲ $22,221
Total Liabilities and Net Assets / Fund Balance$62,490$83,947▲ $21,457

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,023$6,023
Other Land Buildings$1,533$383$1,916
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David ChamberlainPresidentPT$1,100$1,100
Kara EvansVice PresidePT$800$800
Anne DiekenTreasurerPT$600$600

Board Members and Trustees

NameTitle
Allison EvansMember-at-la
Jennifer JensenMember-at-la
Jenny Mcgourty-riggsMember-at-la
Barbara BilderbackSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,681
Investment Income
$459
Other Revenue
$0
Change in Net Assets
$22,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,066
Salaries, Compensation, and Employee Benefits$10,853
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,845--$9,845
All Other Expenses$6,645--$6,645
Occupancy$5,280--$5,280
Fees for Services Accounting$3,800--$3,800
Office Expenses$3,557--$3,557
Other Expenses$2,958--$2,958
Payroll Taxes$1,008--$1,008
Depreciation Depletion$383--$383
Total Functional Expenses$53,919$0$0$53,919
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
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
2020-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Dieken
Legal Domicile
CA
Voting Board Members
7
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

Communication 2,424 0 0 meeting 1,853 0 0 payroll processing fee 1,176 0 0 utilities 765 0 0 programs & activities 404 0 0 taxes- others 23 0 0 total 6,645 0 0

Raw XML Appendix324 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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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
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IRS990/USAddress/AddressLine1Txt08483 LEMON GROVE DRIVE
IRS990/USAddress/CityNm0RANCHO CUCAMONGA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091730
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.CLAREMONTFACULTYASSOCIATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE DIEKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09096246113
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07AC933A2924DCDD9A4F606B704F7996FC9808887
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06AAFCE88D2EBE23678C37CC2B7E68CD4FAE89260
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.52.174.242
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:01:44
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/PreparationDt02020-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL S JOO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-15T11:01:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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