Civic Intelligence

North County Economic Foundation

EIN 46-1183363 • 501(c)3 • Atascadero, CA

Profile

Promote business and enhance the economic and civic welfare of atascadero.

6907 El Camino Real Suite AAtascadero, CA 93422

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

39th percentile

-3.1%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

118%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$35,177

Up $30,324 (+625%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$35,177

Up $30,715 (+688%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin39th percentile

Revenue

Up

$196,076

Up $132,626 (+209%) from 2023

Expenses

Up

$165,359

Up $104,349 (+171%) from 2023

Net Income

Up

$30,717

Up $28,277 (+1159%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$80K$60K$40K$20K$0Assets 2012: $0Liabilities 2012: $02012Assets 2013: $20,114Liabilities 2013: $0Net Assets 2013: $20,1142013Assets 2014: $62,506Liabilities 2014: $55,093Net Assets 2014: $7,4132014Assets 2015: $61,918Liabilities 2015: $50,593Net Assets 2015: $11,3252015Assets 2016: $49,453Liabilities 2016: $46,254Net Assets 2016: $3,1992016Assets 2017: $54,016Liabilities 2017: $47,487Net Assets 2017: $6,5292017Assets 2018: $26,556Liabilities 2018: $1,4152018Assets 2019: $27,813Liabilities 2019: $0Net Assets 2019: $27,8132019Assets 2020: $30,408Liabilities 2020: $0Net Assets 2020: $30,4082020Assets 2021: $2,874Liabilities 2021: $0Net Assets 2021: $2,8742021Assets 2022: $2,054Liabilities 2022: $32Net Assets 2022: $2,0222022Assets 2023: $4,853Liabilities 2023: $391Net Assets 2023: $4,4622023Assets 2024: $35,177Net Assets 2024: $35,1772024

Highlighted filing

2024

Assets$35,177
Liabilities-
Net Assets$35,177
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100KRevenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $61,039Expenses 2013: $40,925Net Income 2013: $20,1142013Revenue 2014: $7,259Expenses 2014: $19,960Net Income 2014: -$12,7012014Revenue 2015: $6,301Expenses 2015: $2,389Net Income 2015: $3,9122015Revenue 2016: -$7,052Expenses 2016: $1,074Net Income 2016: -$8,1262016Revenue 2017: $5,181Expenses 2017: $1,851Net Income 2017: $3,3302017Revenue 2018: -$9,371Expenses 2018: $2,588Net Income 2018: -$11,9592018Revenue 2019: $5,539Expenses 2019: $2,021Net Income 2019: $3,5182019Revenue 2020: $7,699Expenses 2020: $5,104Net Income 2020: $2,5952020Revenue 2021: $12,513Expenses 2021: $14,450Net Income 2021: -$1,9372021Revenue 2022: $27,328Expenses 2022: $28,180Net Income 2022: -$8522022Revenue 2023: $63,450Expenses 2023: $61,010Net Income 2023: $2,4402023Revenue 2024: $196,076Expenses 2024: $165,359Net Income 2024: $30,7172024

Highlighted filing

2024

Revenue$196,076
Expenses$165,359
Net Income$30,717
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,177
Liabilities
-
Net assets
$35,177
Revenue
$196,076
Expenses
$165,359
Net income
$30,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.96$1.65$0.31
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.04$0.63$0.61$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.27$0.28$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.13$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.06$0.02$0.04
2018Summary only. Only limited summary data is available for this year.$0.27$0.01$0.09$0.03$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.47$0.07$0.05$0.02$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.46$0.03$0.07$0.01$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.51$0.11$0.06$0.02$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.55$0.07$0.07$0.20$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.61$0.41$0.20
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 21, 2025
Return Version
2024v5.0
Gross Receipts
$196,076
Mission and Program Overview

Mission

Promote business and enhance the economic and civic welfare of atascadero.

Program Services

DescriptionGrantsExpenses
TO ADVANCE THE ECONOMIC, CIVIC, EDUCATIONAL, SOCIOLOGICAL AND CULTURAL INTERESTS OF THE CITY OF ATASCADERO, CALIFORNIA, AND THE GENERAL WELFARE AND PROSPERITY OF THE CITY OF ATASCADERO AND ITS SURROUNDING AREAS.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSH CROSSChairman-$0--
PHIL KOZIELDirector-$0--
ANGELA CISNEROSDirector-$0--
MARIA KELLYDirector-$0--
Filing and Contact Details

Filer

Filer Name
North County Economic Foundation
EIN
46-1183363
Phone
8054662044
Address
6907 El Camino Real Suite A, Atascadero, CA 93422

Signing Officer

Name
Josh Cross
Title
Chairman
Signed
2025-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Burkart & Stevens
Address
11573 Los Osos Valley Rd Ste B, San Luis Obispo, CA 93405
Preparer
Cole Stevens
Phone
8055436876
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Co-working membership $115397”

Other Revenue.2

“ROBOTICS $4160”

Other Revenue.3

“EVENT SPACE $640”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: ATASCADERO CHAMBER OF COMMERCE | Donee's Address: 6907 EL CAMINO REAL, SUITE A ATASCADERO CA 93422 | Cash Amount Given: $52500”

Other Expenses.1002

“Office Expenses $33”

Other Expenses.1012

“Insurance $1587”

Other Expenses.1

“Bridgeworks Operating Costs $92719”

Other Expenses.2

“Robotics $4588”

Other Expenses.3

“Bank Fees $3189”

Other Expenses.4

“Utilities $2912”

Other Expenses.5

“Taxes & Licenses $237”

Other Expenses.9

“Miscellaneous $-391”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $391 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix165 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08054662044
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Atascadero
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt04853
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherChangesInNetAssetsAmt0-2
IRS990EZ/OtherExpensesTotalAmt0104874
IRS990EZ/OtherRevenueTotalAmt0120197
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE BUSINESS AND ENHANCE THE ECONOMIC AND CIVIC WELFARE OF ATASCADERO.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CO-WORKING MEMBERSHIP $115397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROBOTICS $4160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT SPACE $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: ATASCADERO CHAMBER OF COMMERCE | Donee's Address: 6907 EL CAMINO REAL, SUITE A ATASCADERO CA 93422 | Cash Amount Given: $52500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Expenses $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bridgeworks Operating Costs $92719
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Robotics $4588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees $3189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Utilities $2912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Taxes & Licenses $237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous $-391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $391 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH CROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-21
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ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0461183363
ReturnHeader/Filer/PhoneNum08054662044
ReturnHeader/Filer/USAddress/AddressLine1Txt06907 El Camino Real Suite A
ReturnHeader/Filer/USAddress/CityNm0Atascadero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093405
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cole Stevens
ReturnHeader/ReturnTs02025-03-21T16:30:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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