Civic Intelligence

S G Foundation

990PF • Fiscal year 2019 • EIN 33-0048410

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
P O Box 444Buellton, CA 93427

(805) 688-0088

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

31st percentile

$7,750

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

17th percentile

-4.6%

Faster asset growth than 17% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$8,697,153

Down $423,190 (-4.6%) from 2018

Net Assets

Down

$8,690,596

Down $422,412 (-4.6%) from 2018

Liabilities

Down

$6,557

Down $778 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin8th percentile

Revenue

Down

$617,504

Down $846,348 (-58%) from 2018

Expenses

Up

$1,039,916

Up $77,959 (+8.1%) from 2018

Net Income

Down

-$422,412

Down $924,307 (-184%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$15M$10M$5.0M$0Assets 2010: $10,877,632Liabilities 2010: $3,710Net Assets 2010: $10,873,9222010Assets 2011: $10,442,312Liabilities 2011: $1,870Net Assets 2011: $10,440,4422011Assets 2012: $9,968,032Liabilities 2012: $4,822Net Assets 2012: $9,963,2102012Assets 2013: $9,705,796Liabilities 2013: $4,621Net Assets 2013: $9,701,1752013Assets 2014: $9,229,351Liabilities 2014: $3,192Net Assets 2014: $9,226,1592014Assets 2015: $9,303,696Liabilities 2015: $8,779Net Assets 2015: $9,294,9172015Assets 2016: $8,895,807Liabilities 2016: $3,743Net Assets 2016: $8,892,0642016Assets 2017: $8,612,954Liabilities 2017: $1,841Net Assets 2017: $8,611,1132017Assets 2018: $9,120,343Liabilities 2018: $7,335Net Assets 2018: $9,113,0082018Assets 2019: $8,697,153Liabilities 2019: $6,557Net Assets 2019: $8,690,5962019Assets 2020: $8,173,055Liabilities 2020: $3,146Net Assets 2020: $8,169,9092020Assets 2021: $5,355,427Liabilities 2021: $2,914Net Assets 2021: $5,352,5132021Assets 2022: $6,082,876Liabilities 2022: $1,133Net Assets 2022: $6,081,7432022Assets 2023: $5,792,966Liabilities 2023: $3,045Net Assets 2023: $5,789,9212023Assets 2024: $6,083,033Liabilities 2024: $7,573Net Assets 2024: $6,075,4602024

Highlighted filing

2019

Assets$8,697,153
Liabilities$6,557
Net Assets$8,690,596
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $783,5912010Expenses 2011: $858,3612011Expenses 2012: $976,6172012Revenue 2013: $684,778Expenses 2013: $946,813Net Income 2013: -$262,0352013Revenue 2014: $587,122Expenses 2014: $1,062,138Net Income 2014: -$475,0162014Revenue 2015: $1,097,593Expenses 2015: $1,028,835Net Income 2015: $68,7582015Revenue 2016: $442,117Expenses 2016: $844,970Net Income 2016: -$402,8532016Revenue 2017: $728,305Expenses 2017: $1,009,256Net Income 2017: -$280,9512017Revenue 2018: $1,463,852Expenses 2018: $961,957Net Income 2018: $501,8952018Revenue 2019: $617,504Expenses 2019: $1,039,916Net Income 2019: -$422,4122019Revenue 2020: $555,997Expenses 2020: $1,076,684Net Income 2020: -$520,6872020Revenue 2021: $623,066Expenses 2021: $6,142,027Net Income 2021: -$5,518,9612021Revenue 2022: $1,439,853Expenses 2022: $710,610Net Income 2022: $729,2432022Revenue 2023: $369,437Expenses 2023: $661,259Net Income 2023: -$291,8222023Revenue 2024: $1,053,932Expenses 2024: $768,393Net Income 2024: $285,5392024

Highlighted filing

2019

Revenue$617,504
Expenses$1,039,916
Net Income-$422,412
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN R GILDREDPresident-$7,750-$7,750
DUANE E SERRITSLEVSecretary-$7,750-$7,750
STUART C GILDRED JRTreasurer-$7,750-$7,750
TODD GILDREDDirector-$7,750-$7,750
TYLER GILDREDDirector-$7,750-$7,750
Filing and Contact Details

Filer

Filer Name
S G Foundation
EIN
33-0048410
Phone
8056880088
Address
P O BOX 444, BUELLTON, CA 93427

Signing Officer

Name
Duane E Serritslev
Title
Secretary
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Serritslev Norwine & CO CPAs LLP
Address
650 Alamo Pintado Rd 203, Solvang, CA 93463
Preparer
William H Serritslev CPA
Phone
8056888719
Raw XML AppendixShowing 400 of 560 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01410 ISHARES S&P 500 INDEX FD (IVV)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc144771.958 PIMCO SHORT TERM FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc285 ISHARES CORE S&P MID-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3720 ISHARES EDGE MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4195 VANGUARD FTSE DEVELOPED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5452.649 GLENMEDE SM CAP EQ INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc623575 PIMCO SHORT TERM FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7535 ISHARES CORE S&P MID-CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81884 VANGUARD VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91700 ISHARES EDGE MSCI EAFE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101672 VANGUARD FTSE DEVELOPED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1132 FIRST EAG GLOBAL CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122038 GLENMEDE SM CAP EQ INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310594 PIMCO SHORT TERM FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14137 PARNASSUS ENDEAVOR FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GNM PRINCIPAL PAYMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GNM PRINCIPAL PAYMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17GNM PRINCIPAL PAYMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18GNM PRINCIPAL PAYMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19GNM AMORTIZED FACTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SEE ATTACHED PDF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-04-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0310775
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-486
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-422412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08690596
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09113008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08690596
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0616782
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0616782
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0616782
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0622341
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05559
IRS990PF/DistributableAmountGrp/TotalTaxAmt05559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0467
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05559
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06026
IRS990PF/FMVAssetsEOYAmt013139973
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt061
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt06557
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09113008
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08690596
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt080
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0203
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0203
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0233764
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0590000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07945
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07945
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0369689
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0356236
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0590000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0525
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0525
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0962
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08460606
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt08028870
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt012237926
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07274
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0200000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0437
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0189443
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0110882
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0110882
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09120343
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08697153
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013139973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07335
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06557
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09120343
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08697153
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09113008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08690596
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012636371
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0104159
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011841687
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0189546
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0690525
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0622341
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012446825
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012636371
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt17750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt27750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt37750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt47750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LYNN R GILDRED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DUANE E SERRITSLEV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STUART C GILDRED JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TODD GILDRED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TYLER GILDRED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 S REFUGIO RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12462 SCHOOL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 577
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA YNEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BALLARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BUELLTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SOLVANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SOLVANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd193463
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd293427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd393464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd493464
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0744781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0750340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0779784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0781496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0598142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0787852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0802634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012446825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012719469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt012554004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011931512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012513450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012834190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0810187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.299187
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0804628
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0810187
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05559
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0810187
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,697,153
Liabilities
$6,557
Net assets
$8,690,596
Revenue
$617,504
Expenses
$1,039,916
Net income
-$422,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.01$6.08$1.05$0.77$0.29
2023Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.37$0.66$0.29
2022Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$1.44$0.71$0.73
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.35$0.62$6.14$5.52
2020Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.56$1.08$0.52
2019Detailed filing. Detailed filing data is available for this year.$8.70$0.01$8.69$0.62$1.04$0.42
2018Detailed filing. Detailed filing data is available for this year.$9.12$0.01$9.11$1.46$0.96$0.50
2017Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.73$1.01$0.28
2016Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.89$0.44$0.84$0.40
2015Detailed filing. Detailed filing data is available for this year.$9.30$0.01$9.29$1.10$1.03$0.07
2014Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$0.59$1.06$0.48
2013Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.70$0.68$0.95$0.26
2012Detailed filing. Detailed filing data is available for this year.$9.97$0.00$9.96$0.98
2011Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.86
2010Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.78