Civic Intelligence

Tamalpais Pacific

990 • Fiscal year 2017 • EIN 23-7088700

Jan 01, 2017 to Dec 31, 2017 • Filed on May 22, 2018

Organization Profilewww.tampacific.org
135 Porto Marino DrBelvedere Tiburon, CA 94920

(415) 435-6759

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$25,000

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

161%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,758,195

Up $794,261 (+13%) from 2016

Net Assets

Up

$6,758,195

Up $794,261 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin96th percentile

Revenue

Up

$1,074,463

Up $663,333 (+161%) from 2016

Expenses

Down

$280,202

Down $30,830 (-9.9%) from 2016

Net Income

Up

$794,261

Up $694,163 (+693%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $5,863,836Liabilities 2015: $0Net Assets 2015: $5,863,8362015Assets 2016: $5,963,934Liabilities 2016: $0Net Assets 2016: $5,963,9342016Assets 2017: $6,758,195Liabilities 2017: $0Net Assets 2017: $6,758,1952017Assets 2018: $5,842,082Liabilities 2018: $0Net Assets 2018: $5,842,0822018Assets 2019: $6,863,239Liabilities 2019: $0Net Assets 2019: $6,863,2392019Assets 2020: $7,115,918Liabilities 2020: $0Net Assets 2020: $7,115,9182020Assets 2021: $7,991,459Liabilities 2021: $0Net Assets 2021: $7,991,4592021Assets 2022: $6,351,937Liabilities 2022: $0Net Assets 2022: $6,351,9372022Assets 2023: $7,119,699Liabilities 2023: $0Net Assets 2023: $7,119,6992023Assets 2024: $7,306,262Liabilities 2024: $0Net Assets 2024: $7,306,2622024

Highlighted filing

2017

Assets$6,758,195
Liabilities$0
Net Assets$6,758,195
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $139,349Expenses 2015: $407,850Net Income 2015: -$268,5012015Revenue 2016: $411,130Expenses 2016: $311,032Net Income 2016: $100,0982016Revenue 2017: $1,074,463Expenses 2017: $280,202Net Income 2017: $794,2612017Revenue 2018: $440,627Expenses 2018: $476,783Net Income 2018: -$36,1562018Revenue 2019: $378,493Expenses 2019: $312,389Net Income 2019: $66,1042019Revenue 2020: $256,855Expenses 2020: $620,542Net Income 2020: -$363,6872020Revenue 2021: $313,290Expenses 2021: $330,057Net Income 2021: -$16,7672021Revenue 2022: $353,886Expenses 2022: $375,345Net Income 2022: -$21,4592022Revenue 2023: $356,450Expenses 2023: $341,984Net Income 2023: $14,4662023Revenue 2024: $581,420Expenses 2024: $722,083Net Income 2024: -$140,6632024

Highlighted filing

2017

Revenue$1,074,463
Expenses$280,202
Net Income$794,261
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 22, 2018
Return Version
2017v2.2
Gross Receipts
$1,142,479
Mission and Program Overview

Mission

Charitable activities that benefit and support the purposes of that class of organizations described in sections 501(c)(3) & 509(a)(1)&(2) whose mission includes the provision of housing & related services to low & moderate income persons, elderly people, and those with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,956,289$6,745,730▲ $789,441
Cash and Non-Interest-Bearing Accounts$7,645$12,465▲ $4,820
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,963,934$6,758,195▲ $794,261
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$5,963,934$6,758,195▲ $794,261
Total Net Assets Fund Balance$5,963,934$6,758,195▲ $794,261
Total Liabilities and Net Assets / Fund Balance$5,963,934$6,758,195▲ $794,261
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sheri JosephExecutive DirectorPT$25,000$25,000

Board Members and Trustees

NameTitle
Louise TrudeauPresident
Michael SandsVice-President
Annie GaffneyTrustee
Carolyn AttkissonTrustee
Charles QuickTrustee
Len GanoteTrustee
Mike PetersTrustee
Bill BrinkmanSecretary
Pierce BrownellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,074,463
Other Revenue
$0
Change in Net Assets
$794,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$225,000
Other Expenses$30,202
Salaries, Compensation, and Employee Benefits$25,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$225,000--$225,000
Current Officers, Directors, Trustees, and Key Employees$15,000$10,000-$25,000
Other Expenses-$936-$936
All Other Expenses-$265-$265
Total Functional Expenses$240,000$40,202$0$280,202
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
RCD-Resources for Comm DevBerkeley, CA-Affordable housing$75,000
Buckelew ProgramsSan Rafael, CA-Low income housing$50,000
Habitat for HumanitySan Francisco, CA-Low income housing$40,000
Homeward BoundNovato, CA-Low income housing$25,000
MEHC-Marin EnvironHousing CoSan Rafael, CA-Affordable Housing$15,000
Community Fdn Sonoma-ResFundSan Rafael, CA-Rebuild Housing after North BayFire$10,000
UndocuFundSebastopol, CA-Low Income Housing$10,000
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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, Line 11B: Form 990 Review Process

“The Form 990 is reviewed and signed by a Board Member”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Information regarding Tamalpais Pacific may be available upon request.”

Filing and Contact Details

Filer

Filer Name
Tamalpais Pacific
EIN
23-7088700
Phone
4154356759
Address
135 Porto Marino Dr, Belvedere Tiburon, CA 94920

Signing Officer

Name
Sheri Joseph
Title
Executive Director
Signed
2018-05-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheri Joseph
Formed
1971
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
Hiep Pham
Phone
4154571215
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Sheri Joseph
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0256567
IRS990/PYInvestmentIncomeAmt0411130
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt029465
IRS990/PYRevenuesLessExpensesAmt0100098
IRS990/PYSalariesCompEmpBnftPaidAmt025000
IRS990/PYTotalExpensesAmt0311032
IRS990/PYTotalRevenueAmt0411130
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0794261
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0942412314
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1946080820
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2941518619
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ComCongregational Church Belvedere
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1St Stephens Espiscopal Ch Belvede
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Westminister Presbyt Ch Tiburon
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt06745730
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt415000
IRS990ScheduleI/RecipientTable/CashGrantAmt575000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Low income housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Rebuild Housing after North BayFire
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Low income housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Low income housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Affordable Housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Affordable housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Low Income Housing
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Buckelew Programs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Community Fdn Sonoma-ResFund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Habitat for Humanity
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Homeward Bound
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MEHC-Marin EnvironHousing Co
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5RCD-Resources for Comm Dev
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UndocuFund
IRS990ScheduleI/RecipientTable/RecipientEIN0237088977
IRS990ScheduleI/RecipientTable/RecipientEIN1941699153
IRS990ScheduleI/RecipientTable/RecipientEIN2943088881
IRS990ScheduleI/RecipientTable/RecipientEIN3680011405
IRS990ScheduleI/RecipientTable/RecipientEIN4941699153
IRS990ScheduleI/RecipientTable/RecipientEIN5231716750
IRS990ScheduleI/RecipientTable/RecipientEIN6943381744
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0555 Northgate Dr Suite 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1EAH-2169 Francisco Blvd E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2500 Washington St Ste 250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31385 N Hamilton Parkway
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42169 East Francisco Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52220 Oxford Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6POBox 1100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0San Rafael
IRS990ScheduleI/RecipientTable/USAddress/CityNm1San Rafael
IRS990ScheduleI/RecipientTable/USAddress/CityNm2San Francisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Novato
IRS990ScheduleI/RecipientTable/USAddress/CityNm4San Rafael
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Berkeley
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Sebastopol
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294111

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,758,195
Liabilities
$0
Net assets
$6,758,195
Revenue
$1,074,463
Expenses
$280,202
Net income
$794,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$0.00$7.31$0.58$0.72$0.14
2023Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.36$0.34$0.01
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.35$0.38$0.02
2021Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.31$0.33$0.02
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.26$0.62$0.36
2019Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.38$0.31$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.44$0.48$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$1.07$0.28$0.79
2016Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.41$0.31$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.14$0.41$0.27