Civic Intelligence

The Claremont Forum

990 • Fiscal year 2017 • EIN 95-4423260

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 18, 2017

586 West First StreetClaremont, CA 91711

(909) 626-3066

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.04x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

29th percentile

-9.4%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

0.9%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$45,399

Down $4,729 (-9.4%) from 2016

Net Assets

Down

$36,948

Down $9,343 (-20%) from 2016

Liabilities

Up

$8,451

Up $4,614 (+120%) from 2016

Revenue

Up

$219,036

Up $1,865 (+0.9%) from 2016

Expenses

Up

$217,979

Up $2,174 (+1.0%) from 2016

Net Income

Down

$1,057

Down $309 (-23%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $48,595Liabilities 2011: $3,095Net Assets 2011: $45,5002011Assets 2012: $45,486Liabilities 2012: $2,859Net Assets 2012: $42,6272012Assets 2013: $39,729Liabilities 2013: $2,000Net Assets 2013: $37,7292013Assets 2014: $50,017Liabilities 2014: $4,036Net Assets 2014: $45,9812014Assets 2015: $48,076Liabilities 2015: $751Net Assets 2015: $47,3252015Assets 2016: $50,128Liabilities 2016: $3,837Net Assets 2016: $46,2912016Assets 2017: $45,399Liabilities 2017: $8,451Net Assets 2017: $36,9482017Assets 2018: $30,434Liabilities 2018: $1,764Net Assets 2018: $28,6702018Assets 2019: $63,968Liabilities 2019: $7,490Net Assets 2019: $56,4782019Assets 2020: $130,473Liabilities 2020: $107,794Net Assets 2020: $22,6792020Assets 2021: $160,866Liabilities 2021: $111,440Net Assets 2021: $49,4262021Assets 2022: $162,151Liabilities 2022: $112,315Net Assets 2022: $49,8362022Assets 2023: $152,459Liabilities 2023: $115,193Net Assets 2023: $37,2662023Assets 2024: $141,797Liabilities 2024: $130,037Net Assets 2024: $11,7602024Assets 2025: $201,165Liabilities 2025: $128,546Net Assets 2025: $72,6192025

Highlighted filing

2017

Assets$45,399
Liabilities$8,451
Net Assets$36,948

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $165,053Expenses 2011: $150,750Net Income 2011: $14,3032011Expenses 2012: $229,6612012Revenue 2013: $171,229Expenses 2013: $176,126Net Income 2013: -$4,8972013Revenue 2014: $210,069Expenses 2014: $199,617Net Income 2014: $10,4522014Revenue 2015: $205,754Expenses 2015: $202,610Net Income 2015: $3,1442015Revenue 2016: $217,171Expenses 2016: $215,805Net Income 2016: $1,3662016Revenue 2017: $219,036Expenses 2017: $217,979Net Income 2017: $1,0572017Revenue 2018: $222,247Expenses 2018: $232,576Net Income 2018: -$10,3292018Revenue 2019: $247,344Expenses 2019: $220,088Net Income 2019: $27,2562019Revenue 2020: $176,901Expenses 2020: $209,099Net Income 2020: -$32,1982020Revenue 2021: $199,034Expenses 2021: $172,287Net Income 2021: $26,7472021Revenue 2022: $289,912Expenses 2022: $288,487Net Income 2022: $1,4252022Revenue 2023: $327,814Expenses 2023: $337,017Net Income 2023: -$9,2032023Revenue 2024: $349,529Expenses 2024: $380,235Net Income 2024: -$30,7062024Revenue 2025: $497,597Expenses 2025: $427,635Net Income 2025: $69,9622025

Highlighted filing

2017

Revenue$219,036
Expenses$217,979
Net Income$1,057
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$219,036
Mission and Program Overview

Mission

The Prison Library Project's mission is to provide free reading materials to inmates nationwide. We prioritize educational and self-help literature as well as recognize the value of literacy development through active engagement with books in general.

Sending books and educational materials to approximately 300 prison inmates a week. Provide physical and aesthetic wellness to the community by Farmers and Artisans Market and weekly educational and art events..

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$40,001$52,421▲ $12,420
Rtn Earn Endowment Incm Other Fnds$46,291$36,948▼ $9,343
Inventories for Sale or Use$25,000$25,000→ $0
Cash and Non-Interest-Bearing Accounts$29,041$21,733▼ $7,308
Accounts Receivable-$559-
Prepaid Expenses and Deferred Charges$-43,914$-54,314▼ $10,400
Total Assets$50,128$45,399▼ $4,729
Liabilities
Accounts Payable and Accrued Expenses$3,837$8,451▲ $4,614
Total Liabilities$3,837$8,451▲ $4,614
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,291$36,948▼ $9,343
Total Liabilities and Net Assets / Fund Balance$50,128$45,399▼ $4,729
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandy GougisPresident
Bobbi HillVice-President
Jan WheatcroftDirector
Jenna LeeDirector
Steve BellDirector
George Rick MooreFounding Director
Barbara HeavinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$165,377
Program Service Revenue
$53,659
Investment Income
$0
Other Revenue
$0
All Other Contributions
$165,377
Change in Net Assets
$1,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,004
Salaries, Compensation, and Employee Benefits$88,975
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,230$72,273-$74,503
Occupancy$1,225$32,872-$34,097
Other Expenses$13,328$414-$13,328
Payroll Taxes-$7,972-$7,972
Insurance-$6,805-$6,805
Current Officers, Directors, Trustees, and Key Employees-$6,500-$6,500
Information Technology-$3,098-$3,098
All Other Expenses$1,730$1,006-$2,736
Office Expenses$2,024$88-$2,112
Advertising$1,223$699-$1,922
Interest-$1,582-$1,582
Fees for Services Management-$565-$565
Total Functional Expenses$82,074$135,905$0$217,979
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
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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, Section B, Line 11A

A pdf of the 990 is sent to the Board of Directors for review prior to filing.

Form 990, Part VI, Section C, Line 18

Copies are sent on request.

Filing and Contact Details

Filer

Filer Name
Claremont Forum
EIN
95-4423260
Phone
9096263066
Address
586 WEST FIRST STREET, CLAREMONT, CA 91711
Doing Business As
Claremont Forum

Signing Officer

Name
Sandy Gougis
Title
President
Signed
2017-09-18
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
12

Preparer

Firm
Barbara Heavin
Address
1451 W 7th St, Upland, CA 91786
Preparer
Barbara E Heavin
Phone
9099469122
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

monies transferred to Reserves

Raw XML Appendix391 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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A pdf of the 990 is sent to the Board of Directors for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies are sent on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2monies transferred to Reserves
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt050128
IRS990/TotalAssetsEOYAmt045399
IRS990/TotalAssetsGrp/BOYAmt050128
IRS990/TotalAssetsGrp/EOYAmt045399
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0165377
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0135905
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt082074
IRS990/TotalFunctionalExpensesGrp/TotalAmt0217979
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03837
IRS990/TotalLiabilitiesEOYAmt08451
IRS990/TotalLiabilitiesGrp/BOYAmt03837
IRS990/TotalLiabilitiesGrp/EOYAmt08451
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt046291
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036948
IRS990/TotalProgramServiceExpensesAmt082074
IRS990/TotalProgramServiceRevenueAmt053659
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0219036
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt050128
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt045399
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0586 W 1at St
IRS990/USAddress/CityNm0Claremont
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091711
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.claremontforum.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDY GOUGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAREMONT FORUM
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0954423260
ReturnHeader/Filer/PhoneNum09096263066
ReturnHeader/Filer/USAddress/AddressLine1Txt0586 WEST FIRST STREET
ReturnHeader/Filer/USAddress/CityNm0CLAREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091711
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08DB1BBBA138BDD8765E7946274E689E47215F18E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08DB1BBBA138BDD8765E7946274E689E47215F18E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.185.14.133
ReturnHeader/FilingSecurityInformation/IPDt02017-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm023:51:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara Heavin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01451 W 7th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Upland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091786
ReturnHeader/PreparerPersonGrp/PhoneNum09099469122
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara E Heavin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-18T04:53:02-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.01$1.29$0.73$4.98$4.28$0.70
2024Detailed filing. Detailed filing data is available for this year.$1.42$1.30$0.12$3.50$3.80$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.52$1.15$0.37$3.28$3.37$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.62$1.12$0.50$2.90$2.88$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$1.11$0.49$1.99$1.72$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.30$1.08$0.23$1.77$2.09$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.07$0.56$2.47$2.20$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.29$2.22$2.33$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.08$0.37$2.19$2.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.04$0.46$2.17$2.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.47$2.06$2.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.04$0.46$2.10$2.00$0.10
2013Summary only. Only limited summary data is available for this year.$0.40$0.02$0.38$1.71$1.76$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.03$0.43$2.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.03$0.46$1.65$1.51$0.14