Civic Intelligence

Placita Santa Fe Merchants Assoc

EIN 33-0620764 • 501(c)4 • Placentia, CA

Profile

Annual tamale street festival held in the city of placentias old town district to promote goodwill in the community. Several hundred people attent the family friendly event each year.

201 W Santa Fe AvePlacentia, CA 92870
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2018

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$21,705

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$21,705

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin71st percentile

Revenue

$43,103

No earlier filing loaded for comparison.

Expenses

$36,986

No earlier filing loaded for comparison.

Net Income

$6,117

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2018: $21,705Liabilities 2018: $0Net Assets 2018: $21,7052018

Highlighted filing

2018

Assets$21,705
Liabilities$0
Net Assets$21,705
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2018: $43,103Expenses 2018: $36,986Net Income 2018: $6,1172018

Highlighted filing

2018

Revenue$43,103
Expenses$36,986
Net Income$6,117
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,705
Liabilities
$0
Net assets
$21,705
Revenue
$43,103
Expenses
$36,986
Net income
$6,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$43.1$37.0$6.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 18, 2019
Return Version
2018v3.1
Gross Receipts
$43,103
Mission and Program Overview

Mission

Annual tamale street festival held in the city of placentias old town district to promote goodwill in the community. Several hundred people attent the family friendly event each year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$15,588$21,705▲ $6,117
Rtn Earn Endowment Incm Other Fnds$15,588$21,705▲ $6,117
Total Assets$15,588$21,705▲ $6,117
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,588$21,705▲ $6,117
Total Liabilities and Net Assets / Fund Balance$15,588$21,705▲ $6,117
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Dennis BlakePresident
Revenue and Support

Revenue Composition

Contributions and Grants
$43,103
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$6,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,986
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
Advertising$30,652--$30,652
Fees for Services Other$3,066--$3,066
Fees for Services Management$2,598--$2,598
Fees for Services Legal$670--$670
Total Functional Expenses$36,986$0$0$36,986
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Corporate Sp$12,968$12,968-$12,968
Individ Spon$12,965$12,965-$12,965
Total Events$25,933$25,933-$25,933
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

Members or stockholder classes and rights Part VI line 6

“Tamale street festival held in the city of placentias old downtown district to promote goodwill in the community”

Form 990 governing body review Part VI line 11

“Meeting with staff, book keeper and president”

Governing documents etc available to public Part VI line 19

“Upon request the president will meet & present requested documents at a meeting with requesting parties.”

Filing and Contact Details

Filer

Filer Name
Placita Santa Fe Merchants Assoc
EIN
33-0620764
Address
201 W SANTA FE AVE, Placentia, CA 92870

Signing Officer

Name
Dennis Blake
Title
President
Phone
7145248500
Signed
2019-04-18
Discuss with paid preparer
No

Organization Details

Principal Officer
Dennis Blake
Formed
1992
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
HR Tax Services
Address
675 Placentia Ave Suite 150, Brea, CA 92821
Preparer
Ana Acosta
Phone
7145247777
Raw XML Appendix239 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt043103
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/RelatedEntityInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt015588
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025933
IRS990/ScheduleJRequiredInd0false
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS BLAKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07145248500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLACITA SANTA FE MERCHANTS ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0PLAC
ReturnHeader/Filer/EIN0330620764
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 W SANTA FE AVE
ReturnHeader/Filer/USAddress/CityNm0Placentia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.248.44.90
ReturnHeader/FilingSecurityInformation/IPDt02019-04-18
ReturnHeader/FilingSecurityInformation/IPTm019:25:54
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HR Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 Placentia Ave Suite 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brea
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07145247777
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ana Acosta
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-18T19:23:54-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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