Civic Intelligence

Sophidion Foundation

990PF • Fiscal year 2021 • EIN 20-5474745

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 14, 2022

Organization Profile
6216 Moonstone Beach DriveCambria, CA 93428

(805) 927-0168

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

54%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

8.3%

Faster asset growth than 53% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

1267%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,505,355

Up $192,791 (+8.3%) from 2020

Net Assets

Up

$2,505,355

Up $192,791 (+8.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Up

$357,389

Up $331,242 (+1267%) from 2020

Expenses

Down

$164,598

Down $62,601 (-28%) from 2020

Net Income

Up

$192,791

Up $393,843 (+196%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,515,835Liabilities 2011: $12011Assets 2012: $3,115,381Liabilities 2012: $3,522Net Assets 2012: $3,111,8592012Assets 2013: $3,071,995Liabilities 2013: $0Net Assets 2013: $3,071,9952013Assets 2014: $3,282,606Liabilities 2014: $0Net Assets 2014: $3,282,6062014Assets 2015: $3,149,845Liabilities 2015: $3,272Net Assets 2015: $3,146,5732015Assets 2016: $2,930,886Liabilities 2016: $0Net Assets 2016: $2,930,8862016Assets 2017: $2,802,156Liabilities 2017: $0Net Assets 2017: $2,802,1562017Assets 2018: $2,653,333Liabilities 2018: $0Net Assets 2018: $2,653,3332018Assets 2019: $2,513,616Liabilities 2019: $0Net Assets 2019: $2,513,6162019Assets 2020: $2,312,564Liabilities 2020: $0Net Assets 2020: $2,312,5642020Assets 2021: $2,505,355Liabilities 2021: $0Net Assets 2021: $2,505,3552021Assets 2022: $2,475,690Liabilities 2022: $0Net Assets 2022: $2,475,6902022Assets 2023: $2,324,066Liabilities 2023: $1Net Assets 2023: $2,324,0652023Assets 2024: $2,459,303Liabilities 2024: $0Net Assets 2024: $2,459,3032024Assets 2025: $2,607,756Liabilities 2025: $0Net Assets 2025: $2,607,7562025

Highlighted filing

2021

Assets$2,505,355
Liabilities$0
Net Assets$2,505,355
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $132,841Expenses 2011: $120,626Net Income 2011: $12,2152011Expenses 2012: $109,8632012Revenue 2013: $101,437Expenses 2013: $141,301Net Income 2013: -$39,8642013Revenue 2014: $428,427Expenses 2014: $217,816Net Income 2014: $210,6112014Revenue 2015: $61,149Expenses 2015: $197,182Net Income 2015: -$136,0332015Revenue 2016: $15,033Expenses 2016: $230,720Net Income 2016: -$215,6872016Revenue 2017: $55,550Expenses 2017: $184,280Net Income 2017: -$128,7302017Revenue 2018: $72,419Expenses 2018: $221,242Net Income 2018: -$148,8232018Revenue 2019: $35,433Expenses 2019: $175,150Net Income 2019: -$139,7172019Revenue 2020: $26,147Expenses 2020: $227,199Net Income 2020: -$201,0522020Revenue 2021: $357,389Expenses 2021: $164,598Net Income 2021: $192,7912021Revenue 2022: $149,153Expenses 2022: $178,818Net Income 2022: -$29,6652022Revenue 2023: $44,285Expenses 2023: $195,910Net Income 2023: -$151,6252023Revenue 2024: $346,918Expenses 2024: $211,680Net Income 2024: $135,2382024Revenue 2025: $345,675Expenses 2025: $197,222Net Income 2025: $148,4532025

Highlighted filing

2021

Revenue$357,389
Expenses$164,598
Net Income$192,791
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 14, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T CLARKEPres/Director-$0--
KAREN L CLARKESecretary-$0--
KAREN L CLARKECFO/Director-$0--
STEPHEN L KNIFFENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sophidion Foundation
EIN
20-5474745
Phone
8059270168
Address
6216 MOONSTONE BEACH DRIVE, CAMBRIA, CA 93428

Signing Officer

Name
James T Clarke
Title
President
Signed
2022-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Debra Jones CPA
Address
1105 Suffolk Street, Cambria, CA 93428
Preparer
Debra Jones
Phone
8059271982
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt647731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt811370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt967018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1139345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0519 SHARES, NIKE INC, #XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1700 SHARES, PEPSICO INC, #XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2300 SHARES, ALTRIA GRP, #02209S103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3534 SHARES, ARCONIC CORP, #03966V107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500 SHARES, DT MIDSTREAM, #23345M107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52,139 SHARES, HOWMET AEROSPACE, #XXX-XX-XXXX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,000 SHARES, IRON MOUNTAIN, #46284V101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CASH IN LIEU, KYNDRYL HLDG, #50155Q100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,000 SHARES, PETROLEO BRAS, #71654V408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91,000 SHARES, SO COPPER CORP, #84265V105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10248 SHARES, VIATRIS INC., #92556V106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11REDEEMED, GE CAP CORP, #36962GXZ2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MERGER, LANDMARK INFRA LP, #51508J108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt067167
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0192791
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02505355
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02312564
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02505355
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0146290
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0146290
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0146290
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0148319
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02029
IRS990PF/DistributableAmountGrp/TotalTaxAmt02029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0880
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0880
IRS990PF/FMVAssetsEOYAmt03249928
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02312564
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02505355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt067368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt037007
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt049147
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02121026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01915296
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02647729
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0124170
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0553052
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0553052
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02312564
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02505355
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03249928
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02312564
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02505355
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02312564
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02505355
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03011553
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0287234
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02724319
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045173
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0148319
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02966380
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03011553
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES T CLARKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN L CLARKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAREN L CLARKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEPHEN L KNIFFEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06216 MOONSTONE BEACH DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16216 MOONSTONE BEACH DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26216 MOONSTONE BEACH DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32469 KERRY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAMBRIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CAMBRIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CAMBRIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CAMBRIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393428
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0140000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0140000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01105 SUFFOLK STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMBRIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0934282515
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DEBRA JONES CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059271982
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES T CLARKE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1KAREN L CLARKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROMOTE EDUCATION VOCATIONS FOR WORTHY NURSING STUDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ENCOURAGE YOUNG WOMEN BY PARTICAPATING IN SPORTS TO BECOME INNOVATORS AND LEADERS IN THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE GRANTS FOR LOCAL NON-PROFIT ORGANIZATIONS INCLUDING THOSE THAT SUPPORT YOUTH, SENIOR, ANIMALS, EMERGENCY AGENCIES, THE RANCH LAND, THE LIBRARY AND THE ARTS IN THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3ENCOURAGE YOUNG WOMEN BY PARTICIPATING IN SPORTS TO BECOME INNOVATORS AND LEADERS IN THE COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CUESTA COLLEGE NURSING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CAL POLY WOMEN'S GOLF PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CAMBRIA COMMUNITY COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CAL POLY WOMEN'S GOLF PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 8106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 GRAND AVENUE

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,505,355
Liabilities
$0
Net assets
$2,505,355
Revenue
$357,389
Expenses
$164,598
Net income
$192,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.35$0.20$0.15
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.35$0.21$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.04$0.20$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.15$0.18$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.36$0.16$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.03$0.23$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.04$0.18$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.07$0.22$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.06$0.18$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.02$0.23$0.22
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.06$0.20$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.43$0.22$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.10$0.14$0.04
2012Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.11$0.11
2011Summary only. Only limited summary data is available for this year.$1.52$0.00$0.13$0.12$0.01