Civic Intelligence

Sunset Beach Fellowship

990 • Fiscal year 2020 • EIN 27-3968014

Sep 01, 2019 to Aug 31, 2020 • Filed on Dec 17, 2020

PO Box 46Sunset Beach, CA 90742

(714) 349-1386

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

2.37x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$3,950

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

25th percentile

-2.6%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$583,362

Down $15,386 (-2.6%) from 2019

Net Assets

Up

$546,426

Up $7,493 (+1.4%) from 2019

Liabilities

Down

$36,936

Down $22,879 (-38%) from 2019

Revenue

Down

$15,581

Down $22,651 (-59%) from 2019

Expenses

Down

$8,088

Down $2,651 (-25%) from 2019

Net Income

Down

$7,493

Down $20,000 (-73%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $612,786Liabilities 2015: $182,072Net Assets 2015: $430,7142015Assets 2016: $590,630Liabilities 2016: $140,697Net Assets 2016: $449,9332016Assets 2017: $599,919Liabilities 2017: $121,956Net Assets 2017: $477,9632017Assets 2018: $593,020Liabilities 2018: $81,580Net Assets 2018: $511,4402018Assets 2019: $598,748Liabilities 2019: $59,815Net Assets 2019: $538,9332019Assets 2020: $583,362Liabilities 2020: $36,936Net Assets 2020: $546,4262020Assets 2021: $578,869Liabilities 2021: $12,887Net Assets 2021: $565,9822021Assets 2022: $588,017Liabilities 2022: $0Net Assets 2022: $588,0172022Assets 2023: $599,001Liabilities 2023: $0Net Assets 2023: $599,0012023Assets 2024: $602,240Liabilities 2024: $0Net Assets 2024: $602,2402024Assets 2025: $607,480Liabilities 2025: $1,400Net Assets 2025: $606,0802025

Highlighted filing

2020

Assets$583,362
Liabilities$36,936
Net Assets$546,426

Operations Trend

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

$60K$40K$20K$0Revenue 2015: $38,154Expenses 2015: $10,127Net Income 2015: $28,0272015Revenue 2016: $30,191Expenses 2016: $10,972Net Income 2016: $19,2192016Revenue 2017: $37,010Expenses 2017: $8,980Net Income 2017: $28,0302017Revenue 2018: $42,165Expenses 2018: $8,688Net Income 2018: $33,4772018Revenue 2019: $38,232Expenses 2019: $10,739Net Income 2019: $27,4932019Revenue 2020: $15,581Expenses 2020: $8,088Net Income 2020: $7,4932020Revenue 2021: $22,102Expenses 2021: $2,546Net Income 2021: $19,5562021Revenue 2022: $30,682Expenses 2022: $8,647Net Income 2022: $22,0352022Revenue 2023: $23,741Expenses 2023: $12,757Net Income 2023: $10,9842023Revenue 2024: $14,855Expenses 2024: $11,616Net Income 2024: $3,2392024Revenue 2025: $16,256Expenses 2025: $12,416Net Income 2025: $3,8402025

Highlighted filing

2020

Revenue$15,581
Expenses$8,088
Net Income$7,493
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Dec 17, 2020
Return Version
2019v5.0
Gross Receipts
$66,215
Mission and Program Overview

Mission

To provide a meeting place for Alcoholics Anonymous groups

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$538,933$546,426▲ $7,493
Land, Buildings, and Equipment, Net$550,119$545,891▼ $4,228
Savings and Temporary Cash Investments$42,329$22,433▼ $19,896
Cash and Non-Interest-Bearing Accounts$6,300$15,038▲ $8,738
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$598,748$583,362▼ $15,386
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$59,815$36,936▼ $22,879
Total Liabilities$59,815$36,936▼ $22,879
Net Assets / Fund Balance
Total Net Assets Fund Balance$538,933$546,426▲ $7,493
Total Liabilities and Net Assets / Fund Balance$598,748$583,362▼ $15,386

Asset Categories

AssetBook ValueDepreciationBasis
Land$443,313-$443,313
Buildings$93,421$17,407$110,828
Leasehold Improvements$9,157$12,381$21,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Larry BlankenshipDirectorPT$3,950$3,950

Board Members and Trustees

NameTitle
Mike HansonChairman
Raymond E WardVice Chairman
Fred R MontgomeryDirector
Jeff SaleDirector
Kathy LeoDirector
Marc MeyerDirector
Mike WelshDirector
Renee SouleretDirector
Rhonda HjelmDirector
Stanley W SweattDirector
Jennifer K HillSecretary
Timothy L AingworthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,400
Program Service Revenue
$0
Investment Income
$104
Other Revenue
$-17,923
All Other Contributions
$19,375
Change in Net Assets
$7,493
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,088
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
Information Technology$161--$161
Fees for Services Other$25--$25
Other Expenses$10--$10
Total Functional Expenses$8,088$0$0$8,088
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Any interested party may become a sustaining member by payment of annual dues of $55.

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 or 990-EZ is available to the public through the California Attorney General's Registry of Charitable Trusts.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Sunset Beach Fellowship
EIN
27-3968014
Phone
7143491386
Address
PO Box 46, Sunset Beach, CA 90742

Signing Officer

Name
Mike Hanson
Title
Chairman
Signed
2020-12-17

Organization Details

Principal Officer
Mike Hanson
Formed
1984
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
25
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

In March, 2020, due to the COVID-19 pandemic, we had to cease conducting program services at our physical location in Sunset Beach, CA. We have not yet resumed these services, but anticipate doing so as soon as conditions permit.

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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Mike Hanson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt017074
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0143
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010739
IRS990/PYOtherRevenueAmt021015
IRS990/PYRevenuesLessExpensesAmt027493
IRS990/PYTotalExpensesAmt010739
IRS990/PYTotalRevenueAmt038232
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07493
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-17923
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0538933
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0546426
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042329
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022433
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt017074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017972
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104210
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0143
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0104
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt093
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt092
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0536
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0-17923
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024089
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt022435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08424
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt058040
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0143
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0104
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt093
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0536
IRS990ScheduleA/InvestmentIncomeCYPct00.00330
IRS990ScheduleA/InvestmentIncomePYPct00.00320
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99670
IRS990ScheduleA/PublicSupportPY509Pct00.99680
IRS990ScheduleA/PublicSupportTotal509Amt0162250
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038089
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042061
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt036917
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt029706
IRS990ScheduleA/Total509Grp/TotalAmt0162250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt029798
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0162786
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt093421
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017407
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0110828
IRS990ScheduleD/LandGrp/BookValueAmt0443313
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0443313
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09157
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012381
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt021538
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0545891
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0In March, 2020, due to the COVID-19 pandemic, we had to cease conducting program services at our physical location in Sunset Beach, CA. We have not yet resumed these services, but anticipate doing so as soon as conditions permit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Any interested party may become a sustaining member by payment of annual dues of $55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 or 990-EZ is available to the public through the California Attorney General's Registry of Charitable Trusts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0598748

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