Civic Intelligence

North County Economic Foundation

990EZ • Fiscal year 2016 • EIN 46-1183363

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 07, 2017

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

94th percentile

0.94x

Higher debt load relative to assets than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

115%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

20th percentile

-20%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$49,453

Down $12,465 (-20%) from 2015

Net Assets

Down

$3,199

Down $8,126 (-72%) from 2015

Liabilities

Down

$46,254

Down $4,339 (-8.6%) from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,052

Down $13,353 (-212%) from 2015

Expenses

Down

$1,074

Down $1,315 (-55%) from 2015

Net Income

Down

-$8,126

Down $12,038 (-308%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2016

Assets$49,453
Liabilities$46,254
Net Assets$3,199
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2016

Revenue-$7,052
Expenses$1,074
Net Income-$8,126
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 7, 2017
Return Version
2016v3.0
Gross Receipts
$123,868
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.$1,074-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine Festival$59,217$59,217$69,163$-9,946
Cider Festival$43,537$43,537$43,537$0
Total Events$123,304$123,304$130,920$-7,616
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
2017-07-07
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

Other Expenses.1

“OPERATIONS OTHER $574”

Other Expenses.2

“MARKETING $75”

Other Expenses.3

“MISCELLANEOUS $69”

Total Liabilities.1003

“Deferred Revenue - Beginning $50593 Deferred Revenue - Ending $46254”

Raw XML Appendix168 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/BOYAmt061918
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0564
IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-8126
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt0123868
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt03199
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA HENDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRIGGER JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM DANER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAM LYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARBIE BUTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2LEGAL COUNSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0718
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/GrantsAndAllocationsAmt01074
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0130920
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7616
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050593
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt046254
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01074
IRS990EZ/TotalProgramServiceExpensesAmt01074
IRS990EZ/TotalRevenueAmt0-7052
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060776
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt061424
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt061424
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060776
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt061424
IRS990ScheduleA/TotalSupportAmt061424
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0130920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WINE FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CIDER FESTIVAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt059217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt043537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt020550
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt059217
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt043537
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt020550
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7616
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt069163
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt043537
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATIONS OTHER $574
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARKETING $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Deferred Revenue - Beginning $50593 Deferred Revenue - Ending $46254
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1003
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HENDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-07
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/ReturnTs02017-07-07T15:17:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,453
Liabilities
$46,254
Net assets
$3,199
Revenue
-$7,052
Expenses
$1,074
Net income
-$8,126
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