Civic Intelligence

Encinitas Preservation Association

990 • Fiscal year 2016 • EIN 26-3679162

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileWWW.ENCINITASPRESERVATIONFOUNDATION.ORG
207 West D StreetEncinitas, CA 92024

(760) 436-9044

Siviq Scores

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

Liabilities / Assets

77th percentile

0.45x

Higher debt load relative to assets than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

6.56x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

33rd percentile

-2.9%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-2.6%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,508,269

Down $19,200 (-1.3%) from 2015

Net Assets

Down

$826,297

Down $3,016 (-0.4%) from 2015

Liabilities

Down

$681,972

Down $16,184 (-2.3%) from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin33rd percentile

Revenue

Down

$104,032

Down $2,785 (-2.6%) from 2015

Expenses

Down

$107,047

Down $30,718 (-22%) from 2015

Net Income

Up

-$3,015

Up $27,933 (+90%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,524,943Liabilities 2012: $690,088Net Assets 2012: $834,8552012Assets 2013: $1,597,807Liabilities 2013: $731,729Net Assets 2013: $866,0782013Assets 2014: $1,556,332Liabilities 2014: $699,618Net Assets 2014: $856,7142014Assets 2015: $1,527,469Liabilities 2015: $698,156Net Assets 2015: $829,3132015Assets 2016: $1,508,269Liabilities 2016: $681,972Net Assets 2016: $826,2972016Assets 2017: $1,508,980Liabilities 2017: $670,348Net Assets 2017: $838,6322017Assets 2018: $1,489,968Liabilities 2018: $652,784Net Assets 2018: $837,1842018Assets 2019: $1,498,934Liabilities 2019: $634,605Net Assets 2019: $864,3292019Assets 2020: $1,496,699Liabilities 2020: $658,979Net Assets 2020: $837,7202020Assets 2021: $1,479,691Liabilities 2021: $647,623Net Assets 2021: $832,0682021Assets 2022: $1,467,988Liabilities 2022: $637,909Net Assets 2022: $830,0792022Assets 2023: $1,471,250Liabilities 2023: $616,622Net Assets 2023: $854,6282023Assets 2024: $1,393,103Liabilities 2024: $608,319Net Assets 2024: $784,7842024Assets 2025: $1,315,817Liabilities 2025: $595,090Net Assets 2025: $720,7272025

Highlighted filing

2016

Assets$1,508,269
Liabilities$681,972
Net Assets$826,297
Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100KExpenses 2012: $105,0982012Expenses 2013: $118,8852013Revenue 2014: $100,108Expenses 2014: $109,370Net Income 2014: -$9,2622014Revenue 2015: $106,817Expenses 2015: $137,765Net Income 2015: -$30,9482015Revenue 2016: $104,032Expenses 2016: $107,047Net Income 2016: -$3,0152016Revenue 2017: $126,498Expenses 2017: $114,162Net Income 2017: $12,3362017Revenue 2018: $109,543Expenses 2018: $111,991Net Income 2018: -$2,4482018Revenue 2019: $139,714Expenses 2019: $112,569Net Income 2019: $27,1452019Revenue 2020: $132,802Expenses 2020: $160,225Net Income 2020: -$27,4232020Revenue 2021: $118,782Expenses 2021: $124,361Net Income 2021: -$5,5792021Revenue 2022: $123,736Expenses 2022: $125,725Net Income 2022: -$1,9892022Revenue 2023: $158,705Expenses 2023: $140,437Net Income 2023: $18,2682023Revenue 2024: $97,917Expenses 2024: $160,075Net Income 2024: -$62,1582024Revenue 2025: $78,376Expenses 2025: $139,595Net Income 2025: -$61,2192025

Highlighted filing

2016

Revenue$104,032
Expenses$107,047
Net Income-$3,015
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$104,032
Mission and Program Overview

Mission

Encinitas preservation association is dedicated to preserving historic buildings and places that represent the rich core of historic culture in the city of encinitas for the enjoyment of future generations. And to provide low income housing to residents of encinitas.

Encinitas preservation association is dedicated to preserving historic buildings and places that represent the rich core of historic culture in the city of encinitas for the enjoyment of future generations

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,495,194$1,457,331▼ $37,863
Cash and Non-Interest-Bearing Accounts$32,275$50,938▲ $18,663
Total Assets$1,527,469$1,508,269▼ $19,200
Liabilities
Mortgage Notes Payable Secured by Investment Property$690,814$675,970▼ $14,844
Other Liabilities$7,342$6,002▼ $1,340
Total Liabilities$698,156$681,972▼ $16,184
Net Assets / Fund Balance
Unrestricted Net Assets$829,313$826,297▼ $3,016
Total Net Assets Fund Balance$829,313$826,297▼ $3,016
Total Liabilities and Net Assets / Fund Balance$1,527,469$1,508,269▼ $19,200

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$606,842$247,421$854,263
Land$697,500-$697,500
Leasehold Improvements$152,826$30,031$182,857
Equipment$163$358$521
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Bart SmithPresident
Doug LongVice President
Adeline BummannDirector
Carolyn CopeDirector
Carris RhodesDirector
Manuelita BrownDirector
Peder NorbyDirector
Thora GuthrieDirector
Tom CozensDirector
Sean EnglertSecretary
Calvin EllisorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,247
Program Service Revenue
$99,155
Investment Income
$4
Other Revenue
$1,626
All Other Contributions
$600
Change in Net Assets
$-3,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,047
Total Fundraising Expense$1,317
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$37,863--$37,863
Interest$34,647--$34,647
Fees for Services Other$6,012--$6,012
Insurance$1,799$2,588-$4,387
Other Expenses$3,658$85-$3,658
All Other Expenses--$1,317$1,317
Total Functional Expenses$103,043$2,687$1,317$107,047
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$6,002
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

“A copy of the tax return was e-mailed to the board of directors for their review prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“At every board of directors meeting, whenever a vote is taken that involves a potential conflict of interest, a query is made of any confilict and, if determined that there is a conflict, the board member involved is asked to abstain from voting. Furthermore the member is instructed to fill out a conflict of interest disclosure statement.”

CEO executive director top management comp Part VI line 15A

“NOT APPLICABLE”

Other officer or key employee compensation Part VI line 15B

“NOT APPLICABLE”

Governing documents etc available to public Part VI line 19

“The form 990 is avaiable to the public on the state attorney generals registry of charitable trust website. It is also avaialbe to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Encinitas Preservation Association
EIN
26-3679162
Address
207 WEST D STREET, ENCINITAS, CA 92024

Signing Officer

Name
Calvin Ellisor
Title
Treasurer
Phone
7604369044
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bart Smith
Formed
2008
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
15

Preparer

Firm
Mother Lode Bookkeeping Inc
Address
207 WEST D STREET, ENCINITAS, CA 92024
Preparer
Calvin C Ellisor EA
Phone
7604369044
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Other changes to net assets are as follows:rounding -1”

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IRS990/ReconcilationRevenueExpnssAmt0-3015
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt099155
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt05000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069585
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt094925
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079244
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt092812
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0458913
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt02647
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01405
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0847
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt01277
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt01135
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt07311
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PublicSupportCY509Pct00.99110
IRS990ScheduleA/PublicSupportPY509Pct00.99000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0106811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100107
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0150106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0100097
IRS990ScheduleA/Total509Grp/TotalAmt0561149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0106817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0100108
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0150106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0100097
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0561160
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0606842
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0247421
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0854263
IRS990ScheduleD/EquipmentGrp/BookValueAmt0163
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0358
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0521
IRS990ScheduleD/LandGrp/BookValueAmt0697500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0697500
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0152826
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt030031
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0182857
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06002
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01457331
IRS990ScheduleD/TotalLiabilityAmt06002
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE TAX RETURN WAS E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EVERY BOARD OF DIRECTORS MEETING, WHENEVER A VOTE IS TAKEN THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST, A QUERY IS MADE OF ANY CONFILICT AND, IF DETERMINED THAT THERE IS A CONFLICT, THE BOARD MEMBER INVOLVED IS ASKED TO ABSTAIN FROM VOTING. FURTHERMORE THE MEMBER IS INSTRUCTED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS AVAIABLE TO THE PUBLIC ON THE STATE ATTORNEY GENERALS REGISTRY OF CHARITABLE TRUST WEBSITE. IT IS ALSO AVAIALBE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER CHANGES TO NET ASSETS ARE AS FOLLOWS:ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt01508269
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IRS990/TotalContributionsAmt03247
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02687
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103043
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107047
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0698156
IRS990/TotalLiabilitiesEOYAmt0681972
IRS990/TotalLiabilitiesGrp/BOYAmt0698156
IRS990/TotalLiabilitiesGrp/EOYAmt0681972
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0829313
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0826297
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0103043
IRS990/TotalProgramServiceRevenueAmt099155
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0100781
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0104032
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01508269
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IRS990/USAddress/CityNm0ENCINITAS
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,508,269
Liabilities
$681,972
Net assets
$826,297
Revenue
$104,032
Expenses
$107,047
Net income
-$3,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.60$0.72$0.08$0.14$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.61$0.78$0.10$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.62$0.85$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.64$0.83$0.12$0.13$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.65$0.83$0.12$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.66$0.84$0.13$0.16$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.50$0.63$0.86$0.14$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.65$0.84$0.11$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.67$0.84$0.13$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.68$0.83$0.10$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.70$0.83$0.11$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.70$0.86$0.10$0.11$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.73$0.87$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.69$0.83$0.11