Civic Intelligence

North County Economic Foundation

990EZ • Fiscal year 2019 • EIN 46-1183363

Jan 01, 2019 to Dec 31, 2019 • Filed on May 12, 2020

Organization ProfileN/A
6904 El Camino RealAtascadero, CA 93422

(805) 610-5668

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

4.7%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$27,813

Up $1,257 (+4.7%) from 2018

Net Assets

$27,813

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1,415 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$5,539

Up $14,910 (+159%) from 2018

Expenses

Down

$2,021

Down $567 (-22%) from 2018

Net Income

Up

$3,518

Up $15,477 (+129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$27,813
Liabilities$0
Net Assets$27,813
Open 2019 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

2019

Revenue$5,539
Expenses$2,021
Net Income$3,518
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.0
Gross Receipts
$26,571
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA HENDYDirector-$0--
GRIGGER JONESPresident-$0--
MICHAEL SHAWDirector-$0--
SCOTT BURGESSDirector-$0--
JOHN NEILSecretary-$0--
ANTHONY RODRIGUEZDirector-$0--
BARBIE BUTZDirector-$0--
LISA LAMBERTPresident-Elect-$0--
GINA FITZPATRICKTreasurer-$0--
DIANA VONDERHEIDEDirector-$0--
EMILY RENAUDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Leadership North County$26,571$26,571$21,032$5,539
Total Events$26,571$26,571$21,032$5,539
Filing and Contact Details

Filer

Filer Name
North County Economic Foundation
EIN
46-1183363
Phone
8056105668
Address
6904 El Camino Real, Atascadero, CA 93422

Signing Officer

Name
Linda Hendy
Title
Treasurer
Signed
2020-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Burkart & Stevens
Address
694 Santa Rosa Street, San Luis Obispo, CA 93401
Preparer
Dennis J Burkart
Phone
8055436876
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $881”

Other Expenses.1

“BANK FEES $374”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $3815 Prepaid Expenses and Deferred Charges - Ending $0”

Total Liabilities.1003

“Deferred Revenue - Beginning $1415 Deferred Revenue - Ending $0”

Raw XML Appendix171 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINDA HENDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GRIGGER JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT BURGESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN NEIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANTHONY RODRIGUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARBIE BUTZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10EMILY RENAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03815
IRS990EZ/OtherChangesInNetAssetsAmt0-846
IRS990EZ/OtherExpensesTotalAmt01255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE BUSINESS AND ENHANCE THE ECONOMIC AND CIVIC WELFARE OF ATASCADERO.
IRS990EZ/PrintingPublicationsPostageAmt0295
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021032
IRS990EZ/SpecialEventsNetIncomeLossAmt05539
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses and Deferred Charges - Beginning $3815 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Deferred Revenue - Beginning $1415 Deferred Revenue - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1003
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HENDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0North County Economic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0461183363
ReturnHeader/Filer/PhoneNum08056105668
ReturnHeader/Filer/USAddress/AddressLine1Txt06904 El Camino Real
ReturnHeader/Filer/USAddress/CityNm0Atascadero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093422
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burkart & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0694 Santa Rosa Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis J Burkart
ReturnHeader/ReturnTs02020-05-12T11:27:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,813
Liabilities
$0
Net assets
$27,813
Revenue
$5,539
Expenses
$2,021
Net income
$3,518
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