Civic Intelligence

Peoples Opportunity Fund

EIN 27-3379735 • 501(c)3 • San Luis Obispo, CA

Profile

To promote community development by creating social and economic opportunities for low to moderate income individuals, households, underserved or marginalized peoples and entities in economically distressed communities.

1060 Kendall RoadSan Luis Obispo, CA 94301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

1.11x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-233%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-12%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

18%

Faster revenue growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,389,050

Up $118,302 (+9.3%) from 2021

Liabilities

Up

$82,736

Up $7,573 (+10%) from 2021

Net Assets

Up

$1,306,314

Up $110,729 (+9.3%) from 2021

Operations
Liabilities / Revenue89th percentileNet Margin2nd percentile

Revenue

Down

$120,228

Down $31,184 (-21%) from 2021

Expenses

Down

$9,499

Down $2,390 (-20%) from 2021

Net Income

Down

$110,729

Down $28,794 (-21%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $975,151Liabilities 2019: $73,736Net Assets 2019: $901,4152019Assets 2021: $1,270,748Liabilities 2021: $75,163Net Assets 2021: $1,195,5852021Assets 2022: $1,389,050Liabilities 2022: $82,736Net Assets 2022: $1,306,3142022

Highlighted filing

2022

Assets$1,389,050
Liabilities$82,736
Net Assets$1,306,314
Open 2022 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2019: $54,222Expenses 2019: $8,436Net Income 2019: $45,7862019Revenue 2021: $151,412Expenses 2021: $11,889Net Income 2021: $139,5232021Revenue 2022: $120,228Expenses 2022: $9,499Net Income 2022: $110,7292022

Highlighted filing

2022

Revenue$120,228
Expenses$9,499
Net Income$110,729
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,389,050
Liabilities
$82,736
Net assets
$1,306,314
Revenue
$120,228
Expenses
$9,499
Net income
$110,729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.08$1.31$0.12$0.01$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.08$1.20$0.15$0.01$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.07$0.90$0.05$0.01$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Mar 3, 2023
Return Version
2021v4.0
Gross Receipts
$120,228
Mission and Program Overview

Mission

To promote community development by creating social and economic opportunities for low to moderate income individuals, households, underserved or marginalized peoples and entities in economically distressed communities.

To promote community development by creating social and economic opportunities for low to moderate income individuals,households, underserved peoples and entities in economically distressed communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$711,605$802,058▲ $90,453
Investments Program Related$489,685$517,520▲ $27,835
Savings and Temporary Cash Investments$69,458$69,472▲ $14
Total Assets$1,270,748$1,389,050▲ $118,302
Liabilities
Other Liabilities$68,736$68,736→ $0
Accounts Payable and Accrued Expenses$6,427$14,000▲ $7,573
Total Liabilities$75,163$82,736▲ $7,573
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,195,585$1,306,314▲ $110,729
Total Net Assets Fund Balance$1,195,585$1,306,314▲ $110,729
Total Liabilities and Net Assets / Fund Balance$1,270,748$1,389,050▲ $118,302

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$517,520--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kenneth TrigueiroChairperson
Sheryl FloresVice Chairpe
Christi WareAssistant Tr
Cindy MagliariAssistant Tr
Annette SchlosserFormer Secre
Gabrielle MillerSecretary
Griffin MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$120,228
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$110,729

Audited Revenue Reconciliation

Revenue per Audited Statements
$120,228
Total Revenue per Audited Statements
$120,228
Total Revenue per Form 990
$120,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,499
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$9,389-$9,389
All Other Expenses-$110-$110
Total Functional Expenses$0$9,499$0$9,499

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,499
Total Expenses per Audited Statements$9,499
Total Expenses per Form 990$9,499
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Grantor$68,736
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Part VI

“Section b, line 15a & 15b; the organization does not have any employees.”

Form 990, Page 6, Part VI, Line 11B

“The form is reviewed by the president, assistant treasurer and vice chair.”

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

“Conflict of interest letters are signed by officers, directors, trustees and key employees and the board reviews conflicts, if any.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Peoples Opportunity Fund
EIN
27-3379735
Phone
8057813088
Address
1060 KENDALL ROAD, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Kenneth Trigueiro
Title
Chairperson
Phone
8057813088
Signed
2023-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Trigueiro
Formed
2010
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Grant Bennett Associates
Address
10850 GOLD CENTER DR STE 260, RANCHO CORDOVA, CA 95670-5143
Preparer
Michael R Marucheau
Phone
9169225109
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To promote community development by creating social and economic opportunities for low to moderate income individuals, households, underserved or marginalized peoples and entities in economically distressed communities.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Pof is exempt from taxation under internal revenue code section 501(c)(3) and california revenue and taxation code section 23700 (d). Accordingly, no provision for income taxes is included in the accompanying financial statements. Management believes pof has no uncertain tax positions as of june 30, 2022.”

Raw XML Appendix327 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3FORMER SECRE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT TR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0POF IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23700 (D). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT BELIEVES POF HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE COMMUNITY DEVELOPMENT BY CREATING SOCIAL AND ECONOMIC OPPORTUNITIES FOR LOW TO MODERATE INCOME INDIVIDUALS, HOUSEHOLDS, UNDERSERVED OR MARGINALIZED PEOPLES AND ENTITIES IN ECONOMICALLY DISTRESSED COMMUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECTION B, LINE 15A & 15B; THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM IS REVIEWED BY THE PRESIDENT, ASSISTANT TREASURER AND VICE CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST LETTERS ARE SIGNED BY OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND THE BOARD REVIEWS CONFLICTS, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01270748
IRS990/TotalAssetsEOYAmt01389050
IRS990/TotalAssetsGrp/BOYAmt01270748
IRS990/TotalAssetsGrp/EOYAmt01389050
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09499
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09499
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt075163
IRS990/TotalLiabilitiesEOYAmt082736
IRS990/TotalLiabilitiesGrp/BOYAmt075163
IRS990/TotalLiabilitiesGrp/EOYAmt082736
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01195585
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01306314
IRS990/TotalProgramServiceRevenueAmt0120228
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0120228
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120228
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01270748
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01389050
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01060 KENDALL ROAD
IRS990/USAddress/CityNm0SAN LUIS OBISPO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093401
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH TRIGUEIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08057813088
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEOPLES OPPORTUNITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0PEOP
ReturnHeader/Filer/EIN0273379735
ReturnHeader/Filer/PhoneNum08057813088
ReturnHeader/Filer/USAddress/AddressLine1Txt01060 KENDALL ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942692073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT BENNETT ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010850 GOLD CENTER DR STE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CORDOVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956705143
ReturnHeader/PreparerPersonGrp/PhoneNum09169225109
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R MARUCHEAU
ReturnHeader/ReturnTs02023-05-08T11:39:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRIGUEIRO
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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