Civic Intelligence

So Cal CDC

990 • Fiscal year 2016 • EIN 27-2790053

Oct 01, 2015 to Sep 30, 2016 • Filed on Mar 31, 2017

Organization ProfileWWW.SOCALCDC.COM
15455 San Fernando Mission No C200Mission Hills, CA 91345

(818) 638-7001

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$94,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

$496,457

No earlier filing loaded for comparison.

Net Assets

$492,939

No earlier filing loaded for comparison.

Liabilities

$3,518

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin71st percentile

Revenue

$761,262

No earlier filing loaded for comparison.

Expenses

$660,857

No earlier filing loaded for comparison.

Net Income

$100,405

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2016: $496,457Liabilities 2016: $3,518Net Assets 2016: $492,9392016Assets 2017: $503,467Liabilities 2017: $3,702Net Assets 2017: $499,7652017Assets 2018: $520,781Liabilities 2018: $18,787Net Assets 2018: $501,9942018Assets 2019: $698,924Liabilities 2019: $39,088Net Assets 2019: $659,8362019Assets 2020: $635,841Liabilities 2020: $150,287Net Assets 2020: $485,5542020Assets 2021: $477,307Liabilities 2021: $119,218Net Assets 2021: $358,0892021Assets 2022: $452,313Liabilities 2022: $47,279Net Assets 2022: $405,0342022Assets 2023: $315,232Liabilities 2023: $16,322Net Assets 2023: $298,9102023Assets 2024: $220,300Liabilities 2024: $7,351Net Assets 2024: $212,9492024

Highlighted filing

2016

Assets$496,457
Liabilities$3,518
Net Assets$492,939
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $761,262Expenses 2016: $660,857Net Income 2016: $100,4052016Revenue 2017: $795,892Expenses 2017: $789,066Net Income 2017: $6,8262017Revenue 2018: $868,909Expenses 2018: $866,680Net Income 2018: $2,2292018Revenue 2019: $1,287,420Expenses 2019: $1,129,578Net Income 2019: $157,8422019Revenue 2020: $1,155,095Expenses 2020: $1,329,377Net Income 2020: -$174,2822020Revenue 2021: $1,159,114Expenses 2021: $1,286,579Net Income 2021: -$127,4652021Revenue 2022: $1,265,649Expenses 2022: $1,218,704Net Income 2022: $46,9452022Revenue 2023: $1,336,189Expenses 2023: $1,442,313Net Income 2023: -$106,1242023Revenue 2024: $1,106,550Expenses 2024: $1,192,511Net Income 2024: -$85,9612024

Highlighted filing

2016

Revenue$761,262
Expenses$660,857
Net Income$100,405
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Mar 31, 2017
Return Version
2015v3.0
Gross Receipts
$761,262
Mission and Program Overview

Mission

So cal cdc is a certified development company with the united states small business administration. The organization specializes in below market, fixed rate financing for commercial and industrial projects through the sba 504 loan programs. So cal cdc assists small businesses to receive the opportunity of financing their expansion projects with attractive rates and terms. The financing can be used for the purchase and/or development of land and building for owner occupied business purposes.

So cal cdc is a certified development company with the u.s. Small business administration. The organization specializes in below market, fixed rate financing for commercial and industrial projects through the sba 504 loan program. So cal cdc assists small businesses to receive the opportunity of financing their expansion projects with attractive rates and terms. The financing can be used for the purchase and/or development of land and building for business purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$391,498$382,786▼ $8,712
Cash and Non-Interest-Bearing Accounts$26,840$110,526▲ $83,686
Loans From Officers Directors$20,000$0▼ $20,000
Land, Buildings, and Equipment, Net$521$3,145▲ $2,624
Total Assets$418,859$496,457▲ $77,598
Liabilities
Accounts Payable and Accrued Expenses$6,325$3,518▼ $2,807
Total Liabilities$26,325$3,518▼ $22,807
Net Assets / Fund Balance
Unrestricted Net Assets$392,534$492,939▲ $100,405
Total Net Assets Fund Balance$392,534$492,939▲ $100,405
Total Liabilities and Net Assets / Fund Balance$418,859$496,457▲ $77,598

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,145$3,604$6,749
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Silverio RobledoPresidentFT$94,000$94,000
Paola MacchiavelloSecretaryFT$84,000$84,000

Board Members and Trustees

NameTitle
Oscar MonteagudoChairman
Leticia NavarroDirector
Martin RodriguezDirector
Marvin DelgadoDirector
Roy JassoDirector
Scott WenrichDirector
Oscar NoveloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$761,227
Investment Income
$35
Other Revenue
$0
Change in Net Assets
$100,405

Audited Revenue Reconciliation

Revenue per Audited Statements
$761,262
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$761,262
Total Revenue per Form 990
$761,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$370,424
Other Expenses$290,433
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$333,381$37,043-$370,424
Travel$20,001--$20,001
Occupancy$10,122$1,125-$11,247
Office Expenses$9,176$1,003-$10,179
All Other Expenses$9,001$668-$9,669
Fees for Services Accounting-$9,200-$9,200
Other Expenses$8,661$6,541-$8,661
Fees for Services Other$3,698$1,156-$4,854
Advertising$2,115--$2,115
Interest-$1,192-$1,192
Depreciation Depletion-$964-$964
Total Functional Expenses$601,965$58,892$0$660,857

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$660,857
Total Expenses per Audited Statements$660,857
Total Expenses per Form 990$660,857
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Loans from Officers, Directors, Trustees, and Key Employees$20,000$0▼ $20,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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, Part VI, Section B, Line 11

“Officers of the company review the return prior to filing”

Form 990, Part VI, Section B, Line 12C

“Any potential or known conflicts of interest are discussed in board meetings as they arise.”

Form 990, Part VI, Section B, Line 15A

“Members of the board of directors review compensation amounts, taking into consideration work performed and comparable industry salaries.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
So Cal Cdc
EIN
27-2790053
Phone
8186387001
Address
15455 SAN FERNANDO MISSION NO C200, MISSION HILLS, CA 91345

Signing Officer

Name
Paola Macchiavello
Title
Secretary
Phone
6615844797
Signed
2017-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paola Macchiavello
Formed
2010
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
0

Preparer

Firm
Kkaj Llp
Address
27200 TOURNEY ROAD STE 475, VALENCIA, CA 91355
Preparer
Evan L Faucette
Phone
6617054222
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a board of directors that assumes responsibility for oversight of the audit, including selection of the independent auditors.”

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IRS990/PYSalariesCompEmpBnftPaidAmt0275327
IRS990/PYTotalExpensesAmt0423749
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0570511
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0100405
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0761227
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt08000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0761227
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0568008
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0417083
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0598322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0347730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02692370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02503
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0430
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05026
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt035
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt02503
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt0430
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt02027
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt05026
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportTotal509Amt02700370
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0761227
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0568008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0417083
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0598322
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0355730
IRS990ScheduleA/Total509Grp/TotalAmt02700370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0761262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0570511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0417114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0598752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0357757
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02705396
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0660857
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03145
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03604
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06749
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0761262
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03145
IRS990ScheduleD/TotalExpensesPerForm990Amt0660857
IRS990ScheduleD/TotalRevenuePerForm990Amt0761262
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0761262
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0660857
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE BOARD OF DIRECTORS REVIEW COMPENSATION AMOUNTS, TAKING INTO CONSIDERATION WORK PERFORMED AND COMPARABLE INDUSTRY SALARIES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0NON-INTEREST BEARING LOAN TO HELP FUND THE OPERATIONS OF THE ORGANIZATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt030000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0PAOLA MACCHIAVELLO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS OF THE COMPANY REVIEW THE RETURN PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POTENTIAL OR KNOWN CONFLICTS OF INTEREST ARE DISCUSSED IN BOARD MEETINGS AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE BOARD OF DIRECTORS REVIEW COMPENSATION AMOUNTS, TAKING INTO CONSIDERATION WORK PERFORMED AND COMPARABLE INDUSTRY SALARIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, INCLUDING SELECTION OF THE INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0418859
IRS990/TotalAssetsEOYAmt0496457
IRS990/TotalAssetsGrp/BOYAmt0418859
IRS990/TotalAssetsGrp/EOYAmt0496457
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058892
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0601965
IRS990/TotalFunctionalExpensesGrp/TotalAmt0660857
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026325
IRS990/TotalLiabilitiesEOYAmt03518
IRS990/TotalLiabilitiesGrp/BOYAmt026325
IRS990/TotalLiabilitiesGrp/EOYAmt03518
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0392534
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0492939
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0601965
IRS990/TotalProgramServiceRevenueAmt0761227
IRS990/TotalReportableCompFromOrgAmt0178000
IRS990/TotalRevenueGrp/ExclusionAmt035
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0761227

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Filings

Displayed year

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

Open filing
Assets
$496,457
Liabilities
$3,518
Net assets
$492,939
Revenue
$761,262
Expenses
$660,857
Net income
$100,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.01$0.21$1.11$1.19$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.32$0.02$0.30$1.34$1.44$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.05$0.41$1.27$1.22$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.48$0.12$0.36$1.16$1.29$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.15$0.49$1.16$1.33$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.04$0.66$1.29$1.13$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.02$0.50$0.87$0.87$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.80$0.79$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.49$0.76$0.66$0.10