Civic Intelligence

North County Economic Foundation

990EZ • Fiscal year 2020 • EIN 46-1183363

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

9.3%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

39%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$30,408

Up $2,595 (+9.3%) from 2019

Net Assets

Up

$30,408

Up $2,595 (+9.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin81st percentile

Revenue

Up

$7,699

Up $2,160 (+39%) from 2019

Expenses

Up

$5,104

Up $3,083 (+153%) from 2019

Net Income

Down

$2,595

Down $923 (-26%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2020

Assets$30,408
Liabilities$0
Net Assets$30,408
Open 2020 Filing

Operations Trend

Revenue Growth86th 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

2020

Revenue$7,699
Expenses$5,104
Net Income$2,595
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.0
Gross Receipts
$9,149
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRIGGER JONESPast Chair-$0--
JESSICA HAMILTONDirector-$0--
JOHN NEILSecretary-$0--
SCOTT BURGESSDirector-$0--
BARBIE BUTZDirector-$0--
LISA LAMBERTPresident-Elect-$0--
GINA FITZPATRICKTreasurer-$0--
DIANA VONDERHEIDEDirector-$0--
EMILY RENAUDirector-$0--
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
2021-04-29
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

“Insurance $1599”

Other Expenses.1

“OTHER COSTS $1500”

Other Expenses.2

“BANK FEES $829”

Other Expenses.3

“MARKETING $124”

Other Expenses.4

“TAXES $10”

Other Assets.1009

“Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $25598”

Raw XML Appendix159 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/PersonNm7DIANA VONDERHEIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8EMILY RENAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Past Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025598
IRS990EZ/OtherExpensesTotalAmt04062
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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt07699
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05104
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0564
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0564
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER COSTS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKETING $124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Notes and Loans Receivable - Beginning $0 Notes and Loans Receivable - Ending $25598
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
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ReturnHeader/Filer/EIN0461183363
ReturnHeader/Filer/PhoneNum08056105668
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ReturnHeader/Filer/USAddress/CityNm0Atascadero
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis J Burkart
ReturnHeader/ReturnTs02021-04-29T12:15:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HENDY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,408
Liabilities
$0
Net assets
$30,408
Revenue
$7,699
Expenses
$5,104
Net income
$2,595
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