Civic Intelligence

5 Cities Homeless Coalition Inc

990 • Fiscal year 2020 • EIN 27-0413593

Jan 01, 2020 to Dec 31, 2020 • Filed on May 19, 2021

PO Box 558Grover Beach, CA 93483-0558

(805) 574-1638

Siviq Scores

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

Liabilities / Assets

67th percentile

0.25x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.26x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

84th percentile

43%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,609,690

Up $485,506 (+43%) from 2019

Net Assets

Up

$1,211,382

Up $232,585 (+24%) from 2019

Liabilities

Up

$398,308

Up $252,921 (+174%) from 2019

Revenue

Down

$1,515,870

Down $581,860 (-28%) from 2019

Expenses

Up

$1,273,363

Up $47,797 (+3.9%) from 2019

Net Income

Down

$242,507

Down $629,657 (-72%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $32,838Liabilities 2011: $9,057Net Assets 2011: $23,7812011Assets 2013: $91,372Liabilities 2013: $56,758Net Assets 2013: $34,6142013Assets 2014: $254,866Liabilities 2014: $216,176Net Assets 2014: $38,6902014Assets 2016: $170,280Liabilities 2016: $92,419Net Assets 2016: $77,8612016Assets 2018: $197,489Liabilities 2018: $90,856Net Assets 2018: $106,6332018Assets 2019: $1,124,184Liabilities 2019: $145,387Net Assets 2019: $978,7972019Assets 2020: $1,609,690Liabilities 2020: $398,308Net Assets 2020: $1,211,3822020Assets 2021: $1,717,181Liabilities 2021: $427,457Net Assets 2021: $1,289,7242021Assets 2022: $3,297,966Liabilities 2022: $1,491,552Net Assets 2022: $1,806,4142022Assets 2024: $4,431,397Liabilities 2024: $1,443,353Net Assets 2024: $2,988,0442024

Highlighted filing

2020

Assets$1,609,690
Liabilities$398,308
Net Assets$1,211,382

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $133,548Expenses 2011: $117,035Net Income 2011: $16,5132011Revenue 2013: $196,129Expenses 2013: $196,129Net Income 2013: $02013Revenue 2014: $274,531Expenses 2014: $270,954Net Income 2014: $3,5772014Revenue 2016: $684,738Expenses 2016: $636,067Net Income 2016: $48,6712016Revenue 2018: $888,468Expenses 2018: $876,555Net Income 2018: $11,9132018Revenue 2019: $2,097,730Expenses 2019: $1,225,566Net Income 2019: $872,1642019Revenue 2020: $1,515,870Expenses 2020: $1,273,363Net Income 2020: $242,5072020Revenue 2021: $978,280Expenses 2021: $899,938Net Income 2021: $78,3422021Revenue 2022: $3,116,606Expenses 2022: $2,599,916Net Income 2022: $516,6902022Revenue 2024: $4,856,287Expenses 2024: $4,886,832Net Income 2024: -$30,5452024

Highlighted filing

2020

Revenue$1,515,870
Expenses$1,273,363
Net Income$242,507
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 19, 2021
Return Version
2020v4.0
Gross Receipts
$1,532,673
Mission and Program Overview

Mission

5Cities Homeless Coalition transforms lives in San Luis Obispo County. The Coalition strengthens communities by mobilizing resources, fostering hope, and advocating for those who are homeless or facing homelessness. Efforts focus on helping the most vulnerable populations maintain dignity while working toward a new home (or retaining their homes). Coalition staff work directly with individuals and families to go beyond the immediate, ensuring they have a plan, skill sets, education and financial means to be successful and self-sufficient. Since its inception in 2009, 5Cities Homeless Coalition has developed strength as a community leader by working closely with other community agencies and organizations, becoming the "go to" agency for housing and supportive services. The Coalition works to build an engaged community that understands the complexities of homelessness and that actively shares the responsibility of creating and implementing solutions to reduce it.

5cities homeless coalition (5chc) is transforming lives in southern san luis obispo county, california, from avila beach to nipomo. 5chc strengthens the community by mobilizing resources, fostering hope, and advocating for the homeless and those facing homelessness. Through collaboration and leadership 5chc is building an engaged community that fully understands the complexities of homelessness and actively shares the responsibility of creating and implementing solutions to reduce it.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$887,720$975,955▲ $88,235
Pledges and Grants Receivable$159,868$420,666▲ $260,798
Savings and Temporary Cash Investments-$100,020-
Cash and Non-Interest-Bearing Accounts$65,299$96,639▲ $31,340
Prepaid Expenses and Deferred Charges$11,297$16,410▲ $5,113
Total Assets$1,124,184$1,609,690▲ $485,506
Liabilities
Mortgage Notes Payable Secured by Investment Property-$237,500-
Unsecured Notes Loans Payable$97,457--
Deferred Revenue$46,104$90,711▲ $44,607
Accounts Payable and Accrued Expenses$1,826$70,097▲ $68,271
Total Liabilities$145,387$398,308▲ $252,921
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$978,797$1,203,882▲ $225,085
Net Assets With Donor Restrictions-$7,500-
Total Net Assets Fund Balance$978,797$1,211,382▲ $232,585
Total Liabilities and Net Assets / Fund Balance$1,124,184$1,609,690▲ $485,506

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$603,978$19,281$623,259
Land$350,000-$350,000
Equipment$21,977$9,599$31,576
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ken DaleboutPresident
Amy TaylorDirector
Chief Jake MillerDirector
Jane RenahanDirector
Judith HigginsDirector
Mike WootenDirector
Nancy AllisonDirector
Pastor David HutskoDirector
Pat CusackDirector
Peggy CoonDirector
Brad WilbertSecretary
Paul JarvisTreasurer
Linda PierceVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,445,310
Program Service Revenue
$0
Investment Income
$-62
Other Revenue
$70,622
All Other Contributions
$599,740
Change in Net Assets
$242,507

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$123,646Thrift Value
Securities Publicly Traded1$8,311Closing Stock Mkt Price
Total Noncash Contributions2$131,957-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,515,870
Total Revenue per Audited Statements
$1,515,870
Total Revenue per Form 990
$1,515,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$699,434
Salaries, Compensation, and Employee Benefits$573,929
Total Fundraising Expense$133,221
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$358,819$118,336$41,945$519,100
Other Expenses$77,931$3,993$5,801$87,725
Occupancy$59,247$6,670$6,904$72,821
Payroll Taxes$29,638$9,775$3,465$42,878
Fees for Services Other$30,232$1,132$2,902$34,266
Insurance$14,586$3,269$2,512$20,367
Depreciation Depletion$12,756$2,658$2,303$17,717
Office Expenses$8,514$2,448$1,208$12,170
Fees for Services Accounting$6,018$4,435$1,504$11,957
Other Employee Benefits$8,261$2,724$966$11,951
Information Technology$5,553$1,238$4,936$11,727
All Other Expenses$4,335$3,380$3,251$10,966
Interest$4,837--$4,837
Travel$124$1,008-$1,132
Conferences and Meetings$190$30$20$240
Total Functional Expenses$976,779$163,363$133,221$1,273,363

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,273,363
Total Expenses per Audited Statements$1,273,363
Total Expenses per Form 990$1,273,363
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$79,114
Fundraising Direct Expenses$8,492
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Empty Bowls$43,570$43,570-$43,570
FIN'S FIESTA$20,547$20,547$806$19,741
Total Events$79,114$79,114$8,492$70,622
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

Form 990 is completed annually by the outside cpa who conducts the annual financial statement audit. Upon submission of the draft 990 to 5chc's operations director the form is emailed to all board members for review. At the following board meeting or via email questions (if any) are submitted to the cpa and answers received are reviewed. Once all questions are answered and changes made (if any) the board votes its approval to file the form 990 at a regularly scheduled board meeting or by email vote if between meetings. Form 8879-eo is signed and returned to the cpa and then the cpa firm e-files the 990.

Form 990, Page 6, Part VI, Line 12C

Each board director and employee disclose potential conflicts of interest via a conflict certification form submitted annually and upon joining 5chc's board or becoming employed by 5chc. When/if a potential conflict arises the affected individual is required to bring the issue to the board president and then leave the meeting in which the conflict is discussed and a decision reached. The executive director is responsible to ensure certifications are obtained in a timely manner each year. The board secretary receives copies of the certifications and monitors discussions for any potential conflicts that may arise.

Form 990, Page 6, Part VI, Line 15A

The board of directors conducts an annual review of the executive director's performance and goals achieved in an executive session or closed meeting. Any pay raises or changes are discussed using comparability wage data from other area comparably sized nonprofit organizations and must be approved and documented in the board minutes.

Form 990, Page 6, Part VI, Line 15B

The executive director sets pay rates for all other employees and the pay schedule is approved by the board of directors each year. Once again wage data from other comparable area nonprofits is used in addition to an assessment of employees' accomplishments, goals reached, and work contributions.

Form 990, Page 6, Part VI, Line 19

5chc publishes its annual audit, form 990, ca form 199, and irs 501(c)(3) determination letter on its website at 5chc.org under the "about" tab selecting financial statements. Form 990s are also available at guidestar.org where 5chc is a silver-level exchange participant. Interested parties may also request 5chc documents in writing to the address listed on this return.

Filing and Contact Details

Filer

Filer Name
5 Cities Homeless Coalition Inc
EIN
27-0413593
Phone
8055741638
Address
PO BOX 558, GROVER BEACH, CA 93483-0558

Signing Officer

Name
Janna Nichols
Title
Executive Director
Phone
8055741638
Signed
2021-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Dalebout
Formed
2009
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
30
Volunteers
141

Preparer

Firm
Grimstad & Associates
Address
PO BOX 1930, NEWPORT, OR 97365
Preparer
Signe Grimstad
Phone
5412655411
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

5cities homeless coalition (5chc) is transforming lives in southern san luis obispo county, california, from avila beach to nipomo. 5chc strengthens the community by mobilizing resources, fostering hope, and advocating for the homeless and those facing homelessness. Through collaboration and leadership 5chc is building an engaged community that fully understands the complexities of homelessness and actively shares the responsibility of creating and implementing solutions to reduce it.

Form 990, Page 2, Part III, Line 4B

Related programs: immediate needs assists homeless and low-income families who reside in the five cities area (arroyo grande, pismo beach, grover beach, shell beach, avila beach) with funds to address their immediate needs and move them to self-sufficiency, home stability, and economic improvement. Assistance is used for utilities, fuel, auto repairs, food, clothing, and unpaid bills paid directly to applicable vendors on behalf of program participants. Homeless youth matches a case manager with unaccompanied youth aged 16-24 to provide education, connection, and services such as immediate needs, housing, and development of an individualized action plan to assist them in living independently, maintaining steady employment, and continuing their education. Benefits advocacy; those enrolled in 5chc's case management program are offered additional guidance and advocacy for obtaining and retaining public benefits such as supplemental security income (ssi), social security disability insurance (ssdi), calfresh, and other assistance. Participants are encouraged to learn financial literacy and budgeting.

Form 990, Page 2, Part III, Line 4D

Outreach and other programs: information and referral, coordinated entry: assistance begins with general information and referral to community services coupled with a comprehensive assessment of needs, identification of barriers to success, and development of an immediate action plan. 5chc's staff serves as a source of knowledge, information, and referral services to those in need.

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IRS990/MissionDesc05CITIES HOMELESS COALITION (5CHC) IS TRANSFORMING LIVES IN SOUTHERN SAN LUIS OBISPO COUNTY, CALIFORNIA, FROM AVILA BEACH TO NIPOMO. 5CHC STRENGTHENS THE COMMUNITY BY MOBILIZING RESOURCES, FOSTERING HOPE, AND ADVOCATING FOR THE HOMELESS AND THOSE FACING HOMELESSNESS. THROUGH COLLABORATION AND LEADERSHIP 5CHC IS BUILDING AN ENGAGED COMMUNITY THAT FULLY UNDERSTANDS THE COMPLEXITIES OF HOMELESSNESS AND ACTIVELY SHARES THE RESPONSIBILITY OF CREATING AND IMPLEMENTING SOLUTIONS TO REDUCE IT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0RELATED PROGRAMS: IMMEDIATE NEEDS ASSISTS HOMELESS AND LOW-INCOME FAMILIES WHO RESIDE IN THE FIVE CITIES AREA (ARROYO GRANDE, PISMO BEACH, GROVER BEACH, SHELL BEACH, AVILA BEACH) WITH FUNDS TO ADDRESS THEIR IMMEDIATE NEEDS AND MOVE THEM TO SELF-SUFFICIENCY, HOME STABILITY, AND ECONOMIC IMPROVEMENT. ASSISTANCE IS USED FOR UTILITIES, FUEL, AUTO REPAIRS, FOOD, CLOTHING, AND UNPAID BILLS PAID DIRECTLY TO APPLICABLE VENDORS ON BEHALF OF PROGRAM PARTICIPANTS. HOMELESS YOUTH MATCHES A CASE MANAGER WITH UNACCOMPANIED YOUTH AGED 16-24 TO PROVIDE EDUCATION, CONNECTION, AND SERVICES SUCH AS IMMEDIATE NEEDS, HOUSING, AND DEVELOPMENT OF AN INDIVIDUALIZED ACTION PLAN TO ASSIST THEM IN LIVING INDEPENDENTLY, MAINTAINING STEADY EMPLOYMENT, AND CONTINUING THEIR EDUCATION. BENEFITS ADVOCACY; THOSE ENROLLED IN 5CHC'S CASE MANAGEMENT PROGRAM ARE OFFERED ADDITIONAL GUIDANCE AND ADVOCACY FOR OBTAINING AND RETAINING PUBLIC BENEFITS SUCH AS SUPPLEMENTAL SECURITY INCOME (SSI), SOCIAL SECURITY DISABILITY INSURANCE (SSDI), CALFRESH, AND OTHER ASSISTANCE. PARTICIPANTS ARE ENCOURAGED TO LEARN FINANCIAL LITERACY AND BUDGETING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0WARMING CENTER PROVIDES AN OVERNIGHT WARMING CENTER DURING THE WINTER MONTHS WHEN TEMPERATURE PREDICTATIONS ARE AT OR BELOW 40 DEGREES OR THERE IS RAIN POTENTIAL OF 50% OR MORE FROM NOVEMBER THROUGH APRIL OF EACH YEAR. THOSE STAYING AT THE WARMING CENTER ARE PROVIDED MEALS AND LAUNDRY SERVICES AND MAY ARRIVE BY 5PM AND LEAVE BY 7AM THE FOLLOWING DAY.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OUTREACH AND OTHER PROGRAMS: INFORMATION AND REFERRAL, COORDINATED ENTRY: ASSISTANCE BEGINS WITH GENERAL INFORMATION AND REFERRAL TO COMMUNITY SERVICES COUPLED WITH A COMPREHENSIVE ASSESSMENT OF NEEDS, IDENTIFICATION OF BARRIERS TO SUCCESS, AND DEVELOPMENT OF AN IMMEDIATE ACTION PLAN. 5CHC'S STAFF SERVES AS A SOURCE OF KNOWLEDGE, INFORMATION, AND REFERRAL SERVICES TO THOSE IN NEED.
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