Civic Intelligence

North County Economic Foundation

990EZ • Fiscal year 2014 • EIN 46-1183363

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

Organization ProfileN/A
6904 El Camino RealAtascadero, CA 93422

(805) 466-2044

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.88x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

7.59x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

3rd percentile

-175%

Higher net margin than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

95th percentile

211%

Faster asset growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$62,506

Up $42,392 (+211%) from 2013

Net Assets

Down

$7,413

Down $12,701 (-63%) from 2013

Liabilities

Up

$55,093

Up $55,093 from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin3rd percentile

Revenue

Down

$7,259

Down $53,780 (-88%) from 2013

Expenses

Down

$19,960

Down $20,965 (-51%) from 2013

Net Income

Down

-$12,701

Down $32,815 (-163%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$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

2014

Assets$62,506
Liabilities$55,093
Net Assets$7,413
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$7,259
Expenses$19,960
Net Income-$12,701
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$57,107
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.$19,809-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA HENDYPresident-$0--
GRIGGER JONESChairman-$0--
ADAM DANERLegal Counsel-$0--
JON MILLERCFO-$0--
JOHN NEILSecretary-$0--
PAM LYONDirector-$0--
BARBIE BUTZDirector-$0--
JOHN WEBSTERDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Festival$57,048$57,048$49,848$7,200
Total Events$57,048$57,048$49,848$7,200
Filing and Contact Details

Filer

Filer Name
Atascadero Economic Foundation
EIN
46-1183363
Phone
8054662044
Address
6904 El Camino Real, Atascadero, CA 93422

Signing Officer

Name
Linda Hendy
Title
President
Signed
2015-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Burkart and Associates
Address
694 SANTA ROSA ST, SAN LUIS OBISPO, CA 93401
Preparer
Dennis J Burkart
Phone
8055436876
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: CENTENNIAL FUND 2013 | Donee's Address: 6904 EL CAMINO REAL ATASCADERO, CA 93422 | Relationship of Donee: NONE | Cash Amount Given: $6659”

Other Expenses.1012

“Insurance $500”

Other Expenses.1

“EVENT EXPENSES $3355”

Other Expenses.2

“OUTSIDE SERVICES $700”

Other Expenses.3

“Bank service charges $246”

Other Expenses.4

“MARKETING $150”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $55093”

Raw XML Appendix166 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/PersonNm0LINDA HENDY
IRS990EZ/BooksInCareOfDetail/PhoneNum08054662044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06904 EL CAMINO REAL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ATASCADERO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093422
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020114
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12701
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA HENDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRIGGER JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM DANER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JON MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAM LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARBIE BUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JOHN WEBSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LEGAL COUNSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04951
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE BUSINESS AND ENHANCE THE ECONOMIC AND CIVIC WELFARE OF ATASCADERO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019809
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt049848
IRS990EZ/SpecialEventsNetIncomeLossAmt07200
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt055093
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019960
IRS990EZ/TotalProgramServiceExpensesAmt019809
IRS990EZ/TotalRevenueAmt07259
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt060835
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060776
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt060835
IRS990ScheduleA/TotalSupportAmt060835
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt049848
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057048
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057048
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt07200
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt049848
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt049848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: CENTENNIAL FUND 2013 | Donee's Address: 6904 EL CAMINO REAL ATASCADERO, CA 93422 | Relationship of Donee: NONE | Cash Amount Given: $6659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT EXPENSES $3355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK SERVICE CHARGES $246
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARKETING $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Deferred Revenue - Beginning $0 Deferred Revenue - Ending $55093
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.1003
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HENDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Atascadero Economic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ATAS
ReturnHeader/Filer/EIN0461183363
ReturnHeader/Filer/PhoneNum08054662044
ReturnHeader/Filer/USAddress/AddressLine1Txt06904 El Camino Real
ReturnHeader/Filer/USAddress/CityNm0Atascadero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093422
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKART AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0694 SANTA ROSA ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis J Burkart
ReturnHeader/ReturnTs02015-08-13T21:29:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,506
Liabilities
$55,093
Net assets
$7,413
Revenue
$7,259
Expenses
$19,960
Net income
-$12,701
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits