Civic Intelligence

Sea Otter Classic Foundation Inc.

990EZ • Fiscal year 2019 • EIN 46-1264453

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 11, 2020

Organization ProfileN/A
215 W Franklin StMonterey, CA 93940

(831) 373-2331

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

81st percentile

26%

Higher net margin than 81% 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

96th percentile

293%

Faster asset growth than 96% of similar nonprofits.

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

Revenue Growth

46th percentile

-1.4%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$51,125

Up $38,113 (+293%) from 2018

Net Assets

Up

$51,125

Up $38,113 (+293%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

Down

$147,705

Down $2,027 (-1.4%) from 2018

Expenses

Down

$109,592

Down $29,549 (-21%) from 2018

Net Income

Up

$38,113

Up $27,522 (+260%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$150K$100K$50K$0Assets 2013: $6,669Liabilities 2013: $02013Assets 2014: $6,302Liabilities 2014: $0Net Assets 2014: $6,3022014Assets 2015: $5,471Liabilities 2015: $0Net Assets 2015: $5,4712015Assets 2016: $14,061Liabilities 2016: $0Net Assets 2016: $14,0612016Assets 2017: $2,421Liabilities 2017: $0Net Assets 2017: $2,4212017Assets 2018: $13,012Liabilities 2018: $0Net Assets 2018: $13,0122018Assets 2019: $51,125Liabilities 2019: $0Net Assets 2019: $51,1252019Assets 2020: $4,251Liabilities 2020: $0Net Assets 2020: $4,2512020Assets 2021: $106,508Liabilities 2021: $0Net Assets 2021: $106,5082021Assets 2022: $114,259Liabilities 2022: $0Net Assets 2022: $114,2592022Assets 2023: $30,546Liabilities 2023: $0Net Assets 2023: $30,5462023Assets 2024: $136,624Liabilities 2024: $0Net Assets 2024: $136,6242024

Highlighted filing

2019

Assets$51,125
Liabilities$0
Net Assets$51,125
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $66,000Expenses 2013: $69,331Net Income 2013: -$3,3312013Revenue 2014: $56,000Expenses 2014: $56,367Net Income 2014: -$3672014Revenue 2015: $71,020Expenses 2015: $71,851Net Income 2015: -$8312015Revenue 2016: $83,500Expenses 2016: $77,731Net Income 2016: $5,7692016Revenue 2017: $83,000Expenses 2017: $96,002Net Income 2017: -$13,0022017Revenue 2018: $149,732Expenses 2018: $139,141Net Income 2018: $10,5912018Revenue 2019: $147,705Expenses 2019: $109,592Net Income 2019: $38,1132019Revenue 2020: $16,870Expenses 2020: $63,744Net Income 2020: -$46,8742020Revenue 2021: $212,834Expenses 2021: $45,462Net Income 2021: $167,3722021Revenue 2022: $192,090Expenses 2022: $184,339Net Income 2022: $7,7512022Revenue 2023: $93,565Expenses 2023: $177,278Net Income 2023: -$83,7132023Revenue 2024: $298,386Expenses 2024: $192,308Net Income 2024: $106,0782024

Highlighted filing

2019

Revenue$147,705
Expenses$109,592
Net Income$38,113
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 11, 2020
Return Version
2019v5.0
Gross Receipts
$147,705
Mission and Program Overview

Mission

To promote bicycling and fitness. Support local charities and improve lives through physical fitness.

Program Services

DescriptionGrantsExpenses
TO PROMOTE BICYCLING AND FITNESS. SUPPORT LOCAL CHARITIES AND IMPROVE LIVES THROUGH PHYSICAL FITNESS.-$75,390
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MR FRANK YOHANNANPresident & CEOPT$0--
BARBARA J RETAMOSODirectorPT$0--
ANDREW H SWARTZDirectorPT$0--
JEFFERY FROSTDirectorPT$0--
KATHLEEN GIGERDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Sea Otter Classic Foundation Inc
EIN
46-1264453
Phone
8313732331
Address
215 W FRANKLIN ST, MONTEREY, CA 93940

Signing Officer

Name
Mr Frank Yohannan
Title
President & CEO
Signed
2020-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Peter J Tansill CPA
Address
706 Forest Ave, Pacific Grove, CA 93950-4222
Preparer
Peter J Tansill CPA
Phone
8313723277
Supplemental Narrative

Additional Explanations

Other Revenue.1

“WORKERS COMP REFUND $262”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: VARIOUS NGO'S | Donee's Address: MONTEREY MONTEREY CA 93940 | Cash Amount Given: $75390”

Other Expenses.1

“MARKETING $20897”

Other Expenses.2

“OUTSIDE SERVICES $12500”

Other Expenses.3

“FILING FEES $115”

Other Expenses.4

“CONFERENCES $50”

Raw XML Appendix157 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/BooksInCareOfDetail/USAddress/CityNm0MONTEREY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033562
IRS990EZ/OtherRevenueTotalAmt0262
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE BICYCLING AND FITNESS. SUPPORT LOCAL CHARITIES AND IMPROVE LIVES THROUGH PHYSICAL FITNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0109592
IRS990EZ/TotalRevenueAmt0147705
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062443
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt078774
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0378717
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WORKERS COMP REFUND $262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: VARIOUS NGO'S | Donee's Address: MONTEREY MONTEREY CA 93940 | Cash Amount Given: $75390
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUTSIDE SERVICES $12500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FILING FEES $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFERENCES $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MR FRANK YOHANNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEA OTTER CLASSIC FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SEAO
ReturnHeader/Filer/EIN0461264453
ReturnHeader/Filer/PhoneNum08313732331
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 W FRANKLIN ST
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274482180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peter J Tansill CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0706 Forest Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pacific Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939504222
ReturnHeader/PreparerPersonGrp/PhoneNum08313723277
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER J TANSILL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-03-11T16:53:50-07:00
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
$51,125
Liabilities
$0
Net assets
$51,125
Revenue
$147,705
Expenses
$109,592
Net income
$38,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.98$1.92$1.06
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.94$1.77$0.84
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.92$1.84$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$2.13$0.45$1.67
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.17$0.64$0.47
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.48$1.10$0.38
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$1.50$1.39$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.83$0.96$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.84$0.78$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.71$0.72$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.56$0.56$0.00
2013Summary only. Only limited summary data is available for this year.$0.07$0.00$0.66$0.69$0.03