Civic Intelligence

Sri Aurobindo Sadhana Peetham

990 • Fiscal year 2017 • EIN 95-4425564

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

2621 West Highway 12Lodi, CA 95242

(209) 339-3710

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

21st percentile

-9.7%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

25th percentile

-3.1%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,345,700

Down $43,559 (-3.1%) from 2016

Net Assets

Down

$1,345,700

Down $13,399 (-1.0%) from 2016

Liabilities

Down

$0

Down $30,160 (-100%) from 2016

Revenue

Down

$138,671

Down $22,980 (-14%) from 2016

Expenses

Up

$152,070

Up $34,785 (+30%) from 2016

Net Income

Down

-$13,399

Down $57,765 (-130%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,515,193Liabilities 2011: $173,367Net Assets 2011: $1,341,8262011Assets 2012: $1,459,597Liabilities 2012: $147,623Net Assets 2012: $1,311,9742012Assets 2013: $1,426,847Liabilities 2013: $120,446Net Assets 2013: $1,306,4012013Assets 2014: $1,404,320Liabilities 2014: $91,746Net Assets 2014: $1,312,5742014Assets 2015: $1,376,523Liabilities 2015: $61,790Net Assets 2015: $1,314,7332015Assets 2016: $1,389,259Liabilities 2016: $30,160Net Assets 2016: $1,359,0992016Assets 2017: $1,345,700Liabilities 2017: $0Net Assets 2017: $1,345,7002017Assets 2018: $1,338,280Liabilities 2018: $0Net Assets 2018: $1,338,2802018Assets 2019: $1,317,440Liabilities 2019: $0Net Assets 2019: $1,317,4402019Assets 2020: $1,316,097Liabilities 2020: $111Net Assets 2020: $1,315,9862020Assets 2021: $1,285,164Liabilities 2021: $111Net Assets 2021: $1,285,0532021Assets 2022: $1,282,085Liabilities 2022: $3,069Net Assets 2022: $1,279,0162022Assets 2023: $1,395,967Liabilities 2023: $2,959Net Assets 2023: $1,393,0082023Assets 2024: $1,358,563Liabilities 2024: $898Net Assets 2024: $1,357,6652024Assets 2025: $1,270,222Liabilities 2025: $999Net Assets 2025: $1,269,2232025

Highlighted filing

2017

Assets$1,345,700
Liabilities$0
Net Assets$1,345,700

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $191,193Expenses 2011: $127,786Net Income 2011: $63,4072011Revenue 2012: $107,630Expenses 2012: $137,482Net Income 2012: -$29,8522012Revenue 2013: $118,614Expenses 2013: $124,187Net Income 2013: -$5,5732013Revenue 2014: $138,089Expenses 2014: $131,916Net Income 2014: $6,1732014Revenue 2015: $139,787Expenses 2015: $137,628Net Income 2015: $2,1592015Revenue 2016: $161,651Expenses 2016: $117,285Net Income 2016: $44,3662016Revenue 2017: $138,671Expenses 2017: $152,070Net Income 2017: -$13,3992017Revenue 2018: $127,251Expenses 2018: $134,671Net Income 2018: -$7,4202018Revenue 2019: $139,065Expenses 2019: $159,905Net Income 2019: -$20,8402019Revenue 2020: $166,609Expenses 2020: $168,063Net Income 2020: -$1,4542020Revenue 2021: $169,230Expenses 2021: $200,163Net Income 2021: -$30,9332021Revenue 2022: $187,223Expenses 2022: $193,260Net Income 2022: -$6,0372022Revenue 2023: $291,489Expenses 2023: $177,497Net Income 2023: $113,9922023Revenue 2024: $236,437Expenses 2024: $271,780Net Income 2024: -$35,3432024Revenue 2025: $200,247Expenses 2025: $288,689Net Income 2025: -$88,4422025

Highlighted filing

2017

Revenue$138,671
Expenses$152,070
Net Income-$13,399
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$158,786
Mission and Program Overview

Mission

To provide an ashram in lodi california. The ashram provides spiritual literature monastic residential facilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$742,956$714,108▼ $28,848
Investments Program Related$350,000$350,000→ $0
Other Notes and Loans Receivable, Net$190,811$187,644▼ $3,167
Inventories for Sale or Use$65,684$65,769▲ $85
Savings and Temporary Cash Investments$8,377$17,326▲ $8,949
Cash and Non-Interest-Bearing Accounts$31,431$10,853▼ $20,578
Total Assets$1,389,259$1,345,700▼ $43,559
Liabilities
Mortgage Notes Payable Secured by Investment Property$30,160--
Total Liabilities$30,160$0▼ $30,160
Net Assets / Fund Balance
Unrestricted Net Assets$1,359,099$1,345,700▼ $13,399
Total Net Assets Fund Balance$1,359,099$1,345,700▼ $13,399
Total Liabilities and Net Assets / Fund Balance$1,389,259$1,345,700▼ $43,559

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$350,000--
Buildings$493,371$240,067-
Land$163,000--
Equipment$29,181$35,416-
Leasehold Improvements$28,556$6,818-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dakshina VanzettiPresident
Saraswati ChavezVice President and Secretary
Regina UlrichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,336
Program Service Revenue
$1,275
Investment Income
$21,835
Other Revenue
$33,225
All Other Contributions
$67,097
Change in Net Assets
$-13,399
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,210
Grants and Similar Amounts Paid$17,860
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$29,724--$29,724
Conferences and Meetings$18,240$1,566-$19,806
Fees for Services Other$14,595--$14,595
Grants to Domestic Orgs$12,490--$12,490
Other Expenses$11,921--$11,921
Occupancy$9,815--$9,815
Foreign Grants$5,370--$5,370
All Other Expenses$2,562$1,355-$3,917
Insurance$2,563--$2,563
Fees for Services Accounting-$1,700-$1,700
Travel-$1,504-$1,504
Interest$756--$756
Total Functional Expenses$145,945$6,125$0$152,070
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Auromere IncEntitiesInterest on LoanNo-
Auromere IncEntitiesRentNo-
Auromere IncEntitiesConsignment SaleNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 governing body review Part VI line 11

Form 990 is available to board before filing. Tax positions are taken or expected to be taken when it is more likely than not to be sustained upon examination.

Form 990 availability to public Part VI line 18

Form 990 is available at office upon request. Tax positions are taken or expected to be taken when it is more likely than not to be sustained upon examination.

Governing documents etc available to public Part VI line 19

Form 990 is available at office upon request. Tax positions are taken or expected to be taken when it is more likely thank not to be sustained upon examination.

Filing and Contact Details

Filer

Filer Name
Sri Aurobindo Sadhana Peetham
EIN
95-4425564
Address
2621 WEST HIGHWAY 12, Lodi, CA 95242

Signing Officer

Name
Dakshina Vanzetti
Title
President
Phone
2093393710
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dakshina Vanzetti
Formed
1993
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
William Hartley Ms CPA
Address
5250 CLAREMONT AVE STE 233, Stockton, CA 95207
Preparer
William E Hartley Ms CPA
Phone
2094723650
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE AT OFFICE UPON REQUEST. TAX POSITIONS ARE TAKEN OR EXPECTED TO BE TAKEN WHEN IT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE AT OFFICE UPON REQUEST. TAX POSITIONS ARE TAKEN OR EXPECTED TO BE TAKEN WHEN IT IS MORE LIKELY THANK NOT TO BE SUSTAINED UPON EXAMINATION.
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.11.168.245
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTm015:17:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680048955
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM HARTLEY MS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05250 CLAREMONT AVE STE 233
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E HARTLEY MS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-10T15:11:24-05:00
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
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.20$0.29$0.09
2024Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.24$0.27$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.39$0.29$0.18$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.19$0.19$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.17$0.20$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.17$0.17$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.14$0.16$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.13$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.14$0.15$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.39$0.03$1.36$0.16$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.06$1.31$0.14$0.14$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.09$1.31$0.14$0.13$0.01
2013Summary only. Only limited summary data is available for this year.$1.43$0.12$1.31$0.12$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.46$0.15$1.31$0.11$0.14$0.03
2011Summary only. Only limited summary data is available for this year.$1.52$0.17$1.34$0.19$0.13$0.06