Civic Intelligence

Ocean Beach Community Foundation Inc.

990 • Fiscal year 2015 • EIN 33-0871198

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

Organization ProfileWESUPPORTOB.COM
PO Box 7412San Diego, CA 92167

(619) 316-3403

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

26th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

99th percentile

628%

Faster asset growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

157%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$260,414

Up $224,653 (+628%) from 2014

Net Assets

Up

$260,204

Up $224,896 (+637%) from 2014

Liabilities

Down

$210

Down $243 (-54%) from 2014

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin90th percentile

Revenue

Up

$525,174

Up $321,079 (+157%) from 2014

Expenses

Up

$300,278

Up $92,618 (+45%) from 2014

Net Income

Up

$224,896

Up $228,461 (+6408%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$400K$300K$200K$100K$0Assets 2011: $37,025Net Assets 2011: $37,0252011Assets 2012: $39,453Liabilities 2012: $227Net Assets 2012: $39,2262012Assets 2013: $39,070Liabilities 2013: $197Net Assets 2013: $38,8732013Assets 2014: $35,761Liabilities 2014: $453Net Assets 2014: $35,3082014Assets 2015: $260,414Liabilities 2015: $210Net Assets 2015: $260,2042015Assets 2016: $280,765Liabilities 2016: $20Net Assets 2016: $280,7452016Assets 2017: $276,974Liabilities 2017: $0Net Assets 2017: $276,9742017Assets 2018: $240,233Liabilities 2018: $0Net Assets 2018: $240,2332018Assets 2019: $313,287Liabilities 2019: $0Net Assets 2019: $313,2872019Assets 2020: $287,832Liabilities 2020: $0Net Assets 2020: $287,8322020Assets 2021: $268,389Liabilities 2021: $0Net Assets 2021: $268,3892021Assets 2022: $247,801Liabilities 2022: $0Net Assets 2022: $247,8012022Assets 2023: $116,861Liabilities 2023: $9,991Net Assets 2023: $106,8702023Assets 2024: $75,068Liabilities 2024: $100Net Assets 2024: $74,9682024Assets 2025: $77,333Liabilities 2025: $288Net Assets 2025: $77,0452025

Highlighted filing

2015

Assets$260,414
Liabilities$210
Net Assets$260,204
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $40,788Expenses 2011: $37,225Net Income 2011: $3,5632011Revenue 2012: $38,339Expenses 2012: $36,138Net Income 2012: $2,2012012Revenue 2013: $43,711Expenses 2013: $44,064Net Income 2013: -$3532013Revenue 2014: $204,095Expenses 2014: $207,660Net Income 2014: -$3,5652014Revenue 2015: $525,174Expenses 2015: $300,278Net Income 2015: $224,8962015Revenue 2016: $326,771Expenses 2016: $306,230Net Income 2016: $20,5412016Revenue 2017: $238,163Expenses 2017: $241,934Net Income 2017: -$3,7712017Revenue 2018: $252,115Expenses 2018: $288,856Net Income 2018: -$36,7412018Revenue 2019: $168,731Expenses 2019: $93,142Net Income 2019: $75,5892019Revenue 2020: $77,943Expenses 2020: $103,398Net Income 2020: -$25,4552020Revenue 2021: $75,340Expenses 2021: $87,178Net Income 2021: -$11,8382021Revenue 2022: $141,543Expenses 2022: $158,726Net Income 2022: -$17,1832022Revenue 2023: $62,366Expenses 2023: $210,414Net Income 2023: -$148,0482023Revenue 2024: $126,333Expenses 2024: $97,110Net Income 2024: $29,2232024Revenue 2025: $126,237Expenses 2025: $124,160Net Income 2025: $2,0772025

Highlighted filing

2015

Revenue$525,174
Expenses$300,278
Net Income$224,896
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$525,174
Mission and Program Overview

Mission

To preserve, educate, and improve the quality of life in ocean beach

To preserve, educate, and improve the quality of life in ocean beach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$35,761$260,414▲ $224,653
Total Assets$35,761$260,414▲ $224,653
Liabilities
Other Liabilities$453$210▼ $243
Total Liabilities$453$210▼ $243
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,086$232,460▲ $227,374
Unrestricted Net Assets$30,222$27,744▼ $2,478
Total Net Assets Fund Balance$35,308$260,204▲ $224,896
Total Liabilities and Net Assets / Fund Balance$35,761$260,414▲ $224,653
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Cheryl TroncellitoPresident
Jim MusgroveMember
Kim MusgroveSecretary
Charlie RyanTreasurer
Michael AkeyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$367,242
Program Service Revenue
$157,672
Investment Income
$260
Other Revenue
$0
All Other Contributions
$149,302
Change in Net Assets
$224,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,323
Grants and Similar Amounts Paid$108,955
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$135,527--$135,527
Grants to Domestic Individuals$104,280--$104,280
Fees for Services Other$17,539--$17,539
Conferences and Meetings$8,750--$8,750
Office Expenses$4,558$171-$4,729
Grants to Domestic Orgs$4,675--$4,675
All Other Expenses$2,044$1,608-$3,652
Occupancy$2,025$711-$2,736
Insurance$308$2,400-$2,708
Fees for Services Accounting-$2,076-$2,076
Other Expenses$399$961-$1,360
Advertising$541$500-$1,041
Total Functional Expenses$291,851$8,427$0$300,278
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards$210
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Jim musgrove kim musgrove treasurer secretary married couple”

Form 990, Page 6, Part VI, Line 11B

“Completed return was reviewed by the board of directors and approved before return was electronically filed.”

Form 990, Page 6, Part VI, Line 12C

“Annual disclosure of conflicts. Interim conflicts of interest disclosed as identified.”

Form 990, Page 6, Part VI, Line 18

“Records are provided upon request.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Ocean Beach Community Foundation
EIN
33-0871198
Phone
6193163403
Address
PO BOX 7412, SAN DIEGO, CA 92167

Signing Officer

Name
Cheryl Troncellito
Title
President
Phone
6193163403
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cheryl Troncellito
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Batten Accountancy Inc
Address
2020 CAMINO DEL RIO N SUITE 810, SAN DIEGO, CA 92108
Preparer
Jere R Batten CPA
Phone
6195016359
Raw XML Appendix392 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL DISCLOSURE OF CONFLICTS. INTERIM CONFLICTS OF INTEREST DISCLOSED AS IDENTIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECORDS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SCHOLARSHIP AMERICA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SEE VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07450 OLIVETAS AVE 231
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LA JOLLA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092067
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0AT THE BEGINNING OF THE YEAR, THE ORGANIZTION ASSUMED OPPERATIONS FOR SCHOLARSHIP AMERICA AND SCHOLARSHIP AMERICA TRANSFERED IT'S CASH BALANCES TO THE ORGANIZATION AND DISSOLVED. THE TRANFER OF CASH WAS TREATED AS A CONTRIBUTION FROM A RELATED ORGANIZATION IN THE AMOUNT OF 195,992.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0195992
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH TRANSFER
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SCHOLARSHIP AMERICA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt05086
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0232460
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt035761
IRS990/TotalAssetsEOYAmt0260414
IRS990/TotalAssetsGrp/BOYAmt035761
IRS990/TotalAssetsGrp/EOYAmt0260414
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0367242
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08427
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0291851
IRS990/TotalFunctionalExpensesGrp/TotalAmt0300278
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0453
IRS990/TotalLiabilitiesEOYAmt0210
IRS990/TotalLiabilitiesGrp/BOYAmt0453
IRS990/TotalLiabilitiesGrp/EOYAmt0210
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt035308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0260204
IRS990/TotalProgramServiceExpensesAmt0291851
IRS990/TotalProgramServiceRevenueAmt0157672
IRS990/TotalRevenueGrp/ExclusionAmt0260
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157672
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0525174
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035761
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0260414
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt030222
IRS990/UnrestrictedNetAssetsGrp/EOYAmt027744
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7415
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092167
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WESUPPORTOB.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHERYL TRONCELLITO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06193163403
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCEAN BEACH COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OCEA
ReturnHeader/Filer/EIN0330871198
ReturnHeader/Filer/PhoneNum06193163403
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7412
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATTEN ACCOUNTANCY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 CAMINO DEL RIO N SUITE 810
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092108
ReturnHeader/PreparerPersonGrp/PhoneNum06195016359
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JERE R BATTEN CPA
ReturnHeader/ReturnTs02016-02-15T17:22:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$260,414
Liabilities
$210
Net assets
$260,204
Revenue
$525,174
Expenses
$300,278
Net income
$224,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.26$1.24$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.26$0.97$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.10$1.07$0.62$2.10$1.48
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$1.42$1.59$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$0.75$0.87$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.78$1.03$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$1.69$0.93$0.76
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$2.52$2.89$0.37
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$2.38$2.42$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$3.27$3.06$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$5.25$3.00$2.25
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.35$2.04$2.08$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.44$0.44$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$0.38$0.36$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.41$0.37$0.04