Civic Intelligence

California MID-State Fair Heritage Foundation Inc

990 • Fiscal year 2023 • EIN 31-1704321

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 18, 2024

PO Box 8Paso Robles, CA 93447

(805) 461-5442

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

96th percentile

137%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,133,851

Up $655,225 (+137%) from 2022

Net Assets

Up

$1,133,851

Up $673,450 (+146%) from 2022

Liabilities

Down

$0

Down $18,225 (-100%) from 2022

Revenue

Up

$839,542

Up $127,732 (+18%) from 2022

Expenses

Up

$166,092

Up $2,700 (+1.7%) from 2022

Net Income

Up

$673,450

Up $125,032 (+23%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2010: $397,497Liabilities 2010: $1,028,226Net Assets 2010: -$630,7292010Assets 2011: $356,695Liabilities 2011: $600,226Net Assets 2011: -$243,5312011Assets 2012: $292,950Liabilities 2012: $250,000Net Assets 2012: $42,9502012Assets 2013: $399,694Liabilities 2013: $0Net Assets 2013: $399,6942013Assets 2014: $791,870Liabilities 2014: $0Net Assets 2014: $791,8702014Assets 2015: $1,209,780Liabilities 2015: $0Net Assets 2015: $1,209,7802015Assets 2016: $506,057Liabilities 2016: $220,577Net Assets 2016: $285,4802016Assets 2017: $520,218Liabilities 2017: $2,336,020Net Assets 2017: -$1,815,8022017Assets 2018: $770,462Liabilities 2018: $2,080,129Net Assets 2018: -$1,309,6672018Assets 2019: $689,370Liabilities 2019: $1,500,000Net Assets 2019: -$810,6302019Assets 2020: $668,111Liabilities 2020: $1,226,661Net Assets 2020: -$558,5502020Assets 2021: $830,398Liabilities 2021: $918,415Net Assets 2021: -$88,0172021Assets 2022: $478,626Liabilities 2022: $18,225Net Assets 2022: $460,4012022Assets 2023: $1,133,851Liabilities 2023: $0Net Assets 2023: $1,133,8512023Assets 2024: $1,781,382Liabilities 2024: $0Net Assets 2024: $1,781,3822024

Highlighted filing

2023

Assets$1,133,851
Liabilities$0
Net Assets$1,133,851

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $283,6852010Expenses 2011: $389,1622011Expenses 2012: $324,8802012Revenue 2013: $488,195Expenses 2013: $130,651Net Income 2013: $357,5442013Revenue 2014: $488,556Expenses 2014: $96,380Net Income 2014: $392,1762014Revenue 2015: $485,359Expenses 2015: $67,449Net Income 2015: $417,9102015Revenue 2016: $542,871Expenses 2016: $1,467,171Net Income 2016: -$924,3002016Revenue 2017: $685,298Expenses 2017: $2,786,580Net Income 2017: -$2,101,2822017Revenue 2018: $899,522Expenses 2018: $393,387Net Income 2018: $506,1352018Revenue 2019: $735,294Expenses 2019: $236,256Net Income 2019: $499,0382019Revenue 2020: $968,407Expenses 2020: $716,327Net Income 2020: $252,0802020Revenue 2021: $636,267Expenses 2021: $160,727Net Income 2021: $475,5402021Revenue 2022: $711,810Expenses 2022: $163,392Net Income 2022: $548,4182022Revenue 2023: $839,542Expenses 2023: $166,092Net Income 2023: $673,4502023Revenue 2024: $888,767Expenses 2024: $241,236Net Income 2024: $647,5312024

Highlighted filing

2023

Revenue$839,542
Expenses$166,092
Net Income$673,450
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 18, 2024
Return Version
2023v5.1
Gross Receipts
$839,542
Mission and Program Overview

Mission

To preserve and enrich the heritage of the 16th district agricultural association and showcase agricultural industries to the community. Support 4-h and ffa programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$460,401$1,133,851▲ $673,450
Savings and Temporary Cash Investments$181,386$1,047,558▲ $866,172
Cash and Non-Interest-Bearing Accounts$278,913$72,562▼ $206,351
Land, Buildings, and Equipment, Net$18,327$13,731▼ $4,596
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$478,626$1,133,851▲ $655,225
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$18,225--
Total Liabilities$18,225$0▼ $18,225
Net Assets / Fund Balance
Total Net Assets Fund Balance$460,401$1,133,851▲ $673,450
Total Liabilities and Net Assets / Fund Balance$478,626$1,133,851▲ $655,225

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,856$36,305$38,161
Leasehold Improvements$7,250$26,876$34,126
Equipment$4,625$27,301$31,926
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael TorgersonChairman
Susan BeebeVice Chairman
Brandon BlankeDirector
Brenda FletcherDirector
Daren FriedleDirector
David BelmontDirector
Ernie ReyDirector
Joanne CummingsDirector
John PeschongDirector
Mike CoonDirector
Patricia LawrenceDirector
Debbie DusiSecretary
Deana NelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$822,421
Program Service Revenue
$0
Investment Income
$17,121
Other Revenue
$0
All Other Contributions
$89,855
Change in Net Assets
$673,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$115,094
Other Expenses$50,998
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,094--$115,094
Depreciation Depletion-$5,496-$5,496
All Other Expenses$1,991$2,793-$4,784
Other Expenses$17,034$4,676-$4,676
Insurance-$1,932-$1,932
Conferences and Meetings$1,322--$1,322
Fees for Services Accounting-$1,265-$1,265
Fees for Services Legal-$20-$20
Total Functional Expenses$135,441$30,651$0$166,092
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
16 Dist Ag AssnPaso Robles, CA-Fair Improvements$90,094
16 Dist Ag AssnPaso Robles, CA-Fair Improvements$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
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
No
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, Section B, Line 11B

Copy is provided to the governing body prior to a scheduled meeting and it is then presented for review and questions.

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
California Mid-state Fair
EIN
31-1704321
Phone
8054615442
Address
PO BOX 8, PASO ROBLES, CA 93447

Signing Officer

Name
Deana Nelson
Title
Treasurer
Signed
2024-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deana Nelson
Voting Board Members
14
Independent Board Members
0
Employees
0

Preparer

Firm
Nicholas Medeiros CPA Pc
Address
8930 MORRO RD, ATASCADERO, CA 93422
Preparer
Nicholas Medeiros CPA
Phone
8054667249
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEMBER ROOM EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK AND CC FEES
IRS990/OtherExpensesGrp/Desc2TELEPHONE/INTERNET
IRS990/OtherExpensesGrp/Desc3BUILDING MAINENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07946
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16523
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24676
IRS990/OtherExpensesGrp/ProgramServicesAmt017034
IRS990/OtherExpensesGrp/TotalAmt017034
IRS990/OtherExpensesGrp/TotalAmt17946
IRS990/OtherExpensesGrp/TotalAmt26523
IRS990/OtherExpensesGrp/TotalAmt34676
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DEANA NELSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0694898
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt075208
IRS990/PYInvestmentIncomeAmt016912
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt088184
IRS990/PYRevenuesLessExpensesAmt0548418
IRS990/PYTotalExpensesAmt0163392
IRS990/PYTotalRevenueAmt0711810
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0673450
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0181386
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01047558
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0822421
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0694898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0606321
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0939910
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0698806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03762356
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt016912
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014946
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt028497
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt034234
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0111710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt016912
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028497
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt034234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0111710
IRS990ScheduleA/InvestmentIncomeCYPct00.02880
IRS990ScheduleA/InvestmentIncomePYPct00.02920
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97120
IRS990ScheduleA/PublicSupportPY509Pct00.97080
IRS990ScheduleA/PublicSupportTotal509Amt03762356
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0822421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0694898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0606321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0939910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0698806
IRS990ScheduleA/Total509Grp/TotalAmt03762356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0839542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0711810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0621267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0968407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0733040
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03874066
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt04625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027301
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt031926
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt07250
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026876
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt034126
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01856
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036305
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038161
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013731
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/CashGrantAmt190094
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt025000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0COOL BOXES IN CONCESSION SKYBOX
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FAIR IMPROVEMENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FAIR IMPROVEMENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt016 DIST AG ASSN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt116 DIST AG ASSN
IRS990ScheduleI/RecipientTable/RecipientEIN0956002953
IRS990ScheduleI/RecipientTable/RecipientEIN1956002953
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02198 RIVERSIDE DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12198 RIVERSIDE DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PASO ROBLES
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PASO ROBLES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093446
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193446
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copy is provided to the governing body prior to a scheduled meeting and it is then presented for review and questions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.89$0.24$0.65
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.84$0.17$0.67
2022Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.46$0.71$0.16$0.55
2021Detailed filing. Detailed filing data is available for this year.$0.83$0.92$0.09$0.64$0.16$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.67$1.23$0.56$0.97$0.72$0.25
2019Detailed filing. Detailed filing data is available for this year.$0.69$1.50$0.81$0.74$0.24$0.50
2018Detailed filing. Detailed filing data is available for this year.$0.77$2.08$1.31$0.90$0.39$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.52$2.34$1.82$0.69$2.79$2.10
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.22$0.29$0.54$1.47$0.92
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.49$0.07$0.42
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.49$0.10$0.39
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.49$0.13$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.25$0.04$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.60$0.24$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$1.03$0.63$0.28