Civic Intelligence

Quota of Atascadero Charitable Foundatio

EIN 37-1953221 • 501(c)3 • Atascadero, CA

Profile

To create and develop service projects within the community to help disavantagedwomen and children, the hearing impaired, and the elderly.

PO Box 1622Atascadero, CA 93423

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

7th percentile

-175%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-23%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $22,060 (-100%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $21,410 (-100%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$12,265

Down $3,633 (-23%) from 2024

Expenses

Up

$33,675

Up $20,303 (+152%) from 2024

Net Income

Down

-$21,410

Down $23,936 (-948%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$30K$20K$10K$0Assets 2021: $17,406Liabilities 2021: $5002021Assets 2022: $21,639Liabilities 2022: $1,1502022Assets 2024: $22,060Liabilities 2024: $650Net Assets 2024: $21,4102024Assets 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities-
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

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

$40K$20K$0-$20K-$40KRevenue 2021: $2,870Expenses 2021: $5,175Net Income 2021: -$2,3052021Revenue 2022: $17,183Expenses 2022: $13,600Net Income 2022: $3,5832022Revenue 2024: $15,898Expenses 2024: $13,372Net Income 2024: $2,5262024Revenue 2025: $12,265Expenses 2025: $33,675Net Income 2025: -$21,4102025

Highlighted filing

2025

Revenue$12,265
Expenses$33,675
Net Income-$21,410
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$12,265
Expenses
$33,675
Net income
-$21,410
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$12.3$33.7$21.4
2024Detailed filing. Detailed filing data is available for this year.$22.1$0.65$21.4$15.9$13.4$2.53
2022Summary only. Only limited summary data is available for this year.$21.6$1.15$17.2$13.6$3.58
2021Summary only. Only limited summary data is available for this year.$17.4$0.50$2.87$5.18$2.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jun 25, 2025
Return Version
2024v5.2
Gross Receipts
$12,265
Mission and Program Overview

Mission

To create and develop service projects within the community to help disavantagedwomen and children, the hearing impaired, and the elderly.

Program Services

DescriptionGrantsExpenses
PROVIDED ASSISTANCE TO VARIOUS COMMUNITY NEEDS INCLUDINGSCHOLARSHIPS, FOOD AND CLOTHING FOR STUDENTS AND FAMILIES.-$27,700
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbie ButzPresident-$0--
Sandra RiveraTreasurerPT$0--
Mary ChapmanSecretary-$0--
Kathy JohnsonVice President-$0--
Deena PangbornCo-Director-$0--
Janet StecherCo-Director-$0--
Brenda MayCo-Director-$0--
Mary DubrulCorresp. Secr.-$0--
Filing and Contact Details

Filer

Filer Name
Quota of Atascadero Charitable Foundatio
EIN
37-1953221
Phone
8057128713
Address
PO BOX 1622, ATASCADERO, CA 93423

Signing Officer

Name
Sandra Rivera
Title
Treasurer
Signed
2025-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Modica Financial and Tax
Address
8380 Morro Rd, Atascadero, CA 93422
Preparer
Heather Newsom EA
Phone
8054615903
Supplemental Narrative

Additional Explanations

Other Expenses.1

“FAMILY SERVICE $11861”

Other Expenses.2

“Scholastic assistance $8350”

Other Expenses.3

“Community support-other $4000”

Other Expenses.4

“CHIRO FEED $2535”

Other Expenses.5

“BUNCO $1463”

Other Expenses.6

“SPECIAL PARTIES $988”

Other Expenses.7

“COLONY TEA $859”

Other Expenses.8

“INSURANCE $550”

Other Expenses.9

“BUNCO RENT/SECURITY $370”

Other Expenses.10

“CHAMBER DUES $150”

Other Expenses.11

“OFFICE SUPPLIES $135”

Other Expenses.12

“Installation dinner-other $114”

Other Expenses.13

“P.O. BOX RENT $100”

Other Expenses.14

“SUNSHINE $100”

Other Expenses.15

“ECHO $95”

Other Expenses.16

“Registry of chaitable trust $25”

Other Assets.1

“- Beginning $200 - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $650 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix206 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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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbie Butz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sandra Rivera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mary Chapman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathy Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deena Pangborn
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Brenda May
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mary Dubrul
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Co-Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Co-Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Corresp. Secr.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0200
IRS990EZ/OtherExpensesTotalAmt031695
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To create and develop service projects within the community to help disavantagedwomen and children, the hearing impaired, and the elderly.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED ASSISTANCE TO VARIOUS COMMUNITY NEEDS INCLUDINGSCHOLARSHIPS, FOOD AND CLOTHING FOR STUDENTS AND FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0650
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt012265
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt012265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015898
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012970
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02870
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IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02870
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt061186
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
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IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY SERVICE $11861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLASTIC ASSISTANCE $8350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMUNITY SUPPORT-OTHER $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHIRO FEED $2535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUNCO $1463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPECIAL PARTIES $988
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COLONY TEA $859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BUNCO RENT/SECURITY $370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHAMBER DUES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OFFICE SUPPLIES $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11INSTALLATION DINNER-OTHER $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12P.O. BOX RENT $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SUNSHINE $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ECHO $95
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15REGISTRY OF CHAITABLE TRUST $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16- Beginning $200 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Accounts Payable and Accrued Expenses - Beginning $650 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sandra Rivera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0QUOTA OF ATASCADERO CHARITABLE FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0QUOT
ReturnHeader/Filer/EIN0371953221
ReturnHeader/Filer/PhoneNum08057128713
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1622
ReturnHeader/Filer/USAddress/CityNm0ATASCADERO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093423
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753183133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Modica Financial and Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08380 Morro Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atascadero
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093422
ReturnHeader/PreparerPersonGrp/PhoneNum08054615903
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather Newsom EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-25T14:51:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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