Civic Intelligence

Central Coast Economic Forecast

990EZ • Fiscal year 2014 • EIN 27-3512254

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profilecentralcoasteconomicforecast.com
PO Box 1375San Luis Obispo, CA 93406

(805) 238-1031

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

60th percentile

7.8%

Higher net margin than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-7.9%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$83,475

Up $8,984 (+12%) from 2013

Net Assets

Up

$83,475

Up $9,469 (+13%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin60th percentile

Revenue

Down

$121,760

Down $10,485 (-7.9%) from 2013

Expenses

Down

$112,291

Down $31,862 (-22%) from 2013

Net Income

Up

$9,469

Up $21,377 (+180%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$200K$150K$100K$50K$0Assets 2013: $74,491Liabilities 2013: $485Net Assets 2013: $74,0062013Assets 2014: $83,475Net Assets 2014: $83,4752014Assets 2015: $75,837Net Assets 2015: $75,8372015Assets 2016: $66,917Liabilities 2016: $4,434Net Assets 2016: $62,4832016Assets 2017: $82,676Liabilities 2017: $4,321Net Assets 2017: $78,3552017Assets 2018: $39,354Liabilities 2018: $439Net Assets 2018: $38,9152018Assets 2019: $56,853Liabilities 2019: $386Net Assets 2019: $56,4672019Assets 2020: $43,839Liabilities 2020: $5,973Net Assets 2020: $37,8662020Assets 2021: $64,803Liabilities 2021: $5,567Net Assets 2021: $59,2362021Assets 2022: $96,878Liabilities 2022: $774Net Assets 2022: $96,1042022Assets 2023: $149,960Liabilities 2023: $13,683Net Assets 2023: $136,2772023Assets 2024: $161,164Liabilities 2024: $5,000Net Assets 2024: $156,1642024

Highlighted filing

2014

Assets$83,475
Liabilities-
Net Assets$83,475
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100KRevenue 2013: $132,245Expenses 2013: $144,153Net Income 2013: -$11,9082013Revenue 2014: $121,760Expenses 2014: $112,291Net Income 2014: $9,4692014Revenue 2015: $108,895Expenses 2015: $116,533Net Income 2015: -$7,6382015Revenue 2016: $120,418Expenses 2016: $133,772Net Income 2016: -$13,3542016Revenue 2017: $136,437Expenses 2017: $120,565Net Income 2017: $15,8722017Revenue 2018: $139,352Expenses 2018: $178,792Net Income 2018: -$39,4402018Revenue 2019: $147,595Expenses 2019: $130,043Net Income 2019: $17,5522019Revenue 2020: $86,751Expenses 2020: $105,352Net Income 2020: -$18,6012020Revenue 2021: $147,447Expenses 2021: $126,077Net Income 2021: $21,3702021Revenue 2022: $175,089Expenses 2022: $138,221Net Income 2022: $36,8682022Revenue 2023: $173,047Expenses 2023: $132,874Net Income 2023: $40,1732023Revenue 2024: $165,959Expenses 2024: $146,072Net Income 2024: $19,8872024

Highlighted filing

2014

Revenue$121,760
Expenses$112,291
Net Income$9,469
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Gross Receipts
$121,760
Mission and Program Overview

Mission

To provide the community of SLO County with National, State and Local economic data that can be used by government agencies, businesses, and citizens in decision making.

Program Services

DescriptionGrantsExpenses
To provide the community of SLO County with National, State and Local economic data that can be used by government agencies, businesses, and citizens in decision making.$103,195-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James AndersonDirector-$0--
Bruce RayChairman-$0--
Vivian RobertsonDirector-$0--
Steven HardingTreasurer-$0--
Bradford AndersonDirector-$0--
Chris ConnersDirector-$0--
Maggie CoxDirector-$0--
Dick WilhoitDirector-$0--
Tom JonesDirector-$0--
Mike ManchakDirector-$0--
Margaret JohnsonDirector-$0--
Steve McCartyDirector-$0--
Anthony PalazzoVice Chair-$0--
Ziyad NaccashaDirector-$0--
Anita RobinsonDirector-$0--
Matt TurrentineSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Central Coast Economic Forecast
EIN
27-3512254
Phone
8052381031
Address
PO Box 1375, San Luis Obispo, CA 93406

Signing Officer

Name
Steven Harding
Title
Treasurer
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Mosaic Business Services
Address
545 HIGUERA ST, SAN LUIS OBISPO, CA 93401
Preparer
Cay W Pooley
Phone
8055457798
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $8151”

Other Expenses.1005

“Travel $840”

Other Expenses.1012

“Insurance $2271”

Other Expenses.1

“Chamber Expenses $1250”

Other Expenses.2

“Event Decor $695”

Other Expenses.3

“Dues $208”

Other Expenses.4

“Cafe Roma $200”

Other Expenses.6

“STATE TAXES $60”

Other Expenses.8

“Supplies $21”

Other Assets.1005

“Accounts Receivable - Beginning $4500 Accounts Receivable - Ending $3850”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $485 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix223 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bruce Ray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Vivian Robertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steven Harding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bradford Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Chris Conners
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Maggie Cox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dick Wilhoit
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tom Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Mike Manchak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Margaret Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Steve McCarty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Anthony Palazzo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Ziyad Naccasha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Anita Robinson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Matt Turrentine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03850
IRS990EZ/OtherExpensesTotalAmt013696
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide the community of SLO County with National, State and Local economic data that can be used by government agencies, businesses, and citizens in decision making.
IRS990EZ/PrintingPublicationsPostageAmt0222
IRS990EZ/ProgramServiceRevenueAmt0119260
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide the community of SLO County with National, State and Local economic data that can be used by government agencies, businesses, and citizens in decision making.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0103195
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0centralcoasteconomicforecast.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt073261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104761
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt018560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt09735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt037505
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0100700
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt093510
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt076708
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0270918
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct00.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0159179
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121760
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0159179
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0413184
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $8151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Chamber Expenses $1250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Event Decor $695
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues $208
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Cafe Roma $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7STATE TAXES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Supplies $21
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $4500 Accounts Receivable - Ending $3850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $485 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Harding
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CENTRAL COAST ECONOMIC FORECAST
ReturnHeader/Filer/BusinessNameControlTxt0CENT
ReturnHeader/Filer/EIN0273512254
ReturnHeader/Filer/PhoneNum08052381031
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1375
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSAIC BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 HIGUERA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055457798
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cay W Pooley
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-12T10:32:25-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,475
Liabilities
-
Net assets
$83,475
Revenue
$121,760
Expenses
$112,291
Net income
$9,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.05$1.56$1.66$1.46$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.14$1.36$1.73$1.33$0.40
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$1.75$1.38$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.06$0.59$1.47$1.26$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.06$0.38$0.87$1.05$0.19
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.56$1.48$1.30$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.39$1.79$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.04$0.78$1.36$1.21$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.04$0.62$1.20$1.34$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.09$1.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.22$1.12$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.32$1.44$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits