Civic Intelligence

The Claremont Forum

990 • Fiscal year 2019 • EIN 95-4423260

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 29, 2019

586 West 1st StreetClaremont, CA 91711

(909) 626-3066

Siviq Scores

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

Liabilities / Assets

80th percentile

0.12x

Higher debt load relative to assets than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.03x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$6,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

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

Assets

Up

$63,968

Up $33,534 (+110%) from 2018

Net Assets

Up

$56,478

Up $27,808 (+97%) from 2018

Liabilities

Up

$7,490

Up $5,726 (+325%) from 2018

Revenue

Up

$247,344

Up $25,097 (+11%) from 2018

Expenses

Down

$220,088

Down $12,488 (-5.4%) from 2018

Net Income

Up

$27,256

Up $37,585 (+364%) from 2018

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

2019

Assets$63,968
Liabilities$7,490
Net Assets$56,478

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

2019

Revenue$247,344
Expenses$220,088
Net Income$27,256
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 29, 2019
Return Version
2018v3.0
Gross Receipts
$247,344
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
Rtn Earn Endowment Incm Other Fnds$28,670$56,478▲ $27,808
Savings and Temporary Cash Investments$40,350$42,770▲ $2,420
Cash and Non-Interest-Bearing Accounts$5,516$37,793▲ $32,277
Inventories for Sale or Use$25,892$25,660▼ $232
Accounts Receivable$500$0▼ $500
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Prepaid Expenses and Deferred Charges$-41,824$-42,255▼ $431
Total Assets$30,434$63,968▲ $33,534
Liabilities
Accounts Payable and Accrued Expenses$1,764$7,490▲ $5,726
Total Liabilities$1,764$7,490▲ $5,726
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,670$56,478▲ $27,808
Total Liabilities and Net Assets / Fund Balance$30,434$63,968▲ $33,534
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara HeavinTreasurerPT$6,000$6,000

Board Members and Trustees

NameTitle
Steve BellPresident
Jan WheatcroftVice President
Bobbie HillDirector
Caitlin St JohnDirector
Pam HawkesDirector
Sergio PerezDirector
George MooreFouding Director
Charlotte CousinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$186,843
Program Service Revenue
$60,501
Investment Income
$0
Other Revenue
$0
All Other Contributions
$186,843
Change in Net Assets
$27,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$123,413
Salaries, Compensation, and Employee Benefits$96,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,735$79,523-$82,258
Occupancy$400$32,617-$33,017
Payroll Taxes-$8,417-$8,417
Insurance-$7,118-$7,118
Office Expenses$3,431$3,538-$6,969
Current Officers, Directors, Trustees, and Key Employees-$6,000-$6,000
Interest-$2,577-$2,577
Other Expenses$0$2,507$0$2,507
All Other Expenses$2,458--$2,458
Advertising$1,234$1,192-$2,426
Fees for Services Management-$1,266-$1,266
Total Functional Expenses$70,633$149,455$0$220,088
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
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 11B

Form 990, Part VI, Section B, Line 11a: A copy of the 990 is sent to the Board of Directors

Form 990, Part VI, Section C, Line 19

Available upon request.

Filing and Contact Details

Filer

Filer Name
The Claremont Forum
EIN
95-4423260
Phone
9096263066
Address
586 West 1st Street, Claremont, CA 91711

Signing Officer

Name
Charlotte Cousins
Title
Treasurer
Phone
9099970761
Signed
2019-10-29

Organization Details

Principal Officer
George Moore
Formed
1992
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
11
Volunteers
125
Supplemental Narrative

Additional Explanations

Form 990, Header, Line A

Form 990, Part VI, Section B, Line 11a: A copy of the 990 is sent to the Board of Directors for review prior to filing.

Form 990, Header, Line B

Form 990, Part VI, Section C, Line 18: Copies are sent upon request

Form 990, Header, Line C

Form 990, Part XI, Line 9: Monies were transferred from Reserves.

Raw XML AppendixShowing 400 of 417 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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IRS990/ReconcilationRevenueExpnssAmt027256
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0146213
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028670
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt056478
IRS990/SavingsAndTempCashInvstGrp/BOYAmt040350
IRS990/SavingsAndTempCashInvstGrp/EOYAmt042770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0186843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0174783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0165377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0155775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0155184
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0837962
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0837962
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0186843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0174783
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0165377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0155775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0155184
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0837962
IRS990ScheduleA/TotalSupportAmt0837962
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990, Part VI, Section B, Line 11a: A copy of the 990 is sent to the Board of Directors for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Section C, Line 18: Copies are sent upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990, Part XI, Line 9: Monies were transferred from Reserves.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part VI, Section B, Line 11a: A copy of the 990 is sent to the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Header, Line A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Header, Line B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Header, Line C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030434
IRS990/TotalAssetsEOYAmt063968
IRS990/TotalAssetsGrp/BOYAmt030434
IRS990/TotalAssetsGrp/EOYAmt063968
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0186843
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0149455
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070633
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220088
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01764
IRS990/TotalLiabilitiesEOYAmt07490
IRS990/TotalLiabilitiesGrp/BOYAmt01764
IRS990/TotalLiabilitiesGrp/EOYAmt07490
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028670
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt056478
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt070633
IRS990/TotalProgramServiceRevenueAmt060501
IRS990/TotalReportableCompFromOrgAmt06000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt060501
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0247344
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0125
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063968
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0586 West 1st Street
IRS990/USAddress/CityNm0Claremont
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091711
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.claremontforum.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Charlotte Cousins

Document Assets

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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