Civic Intelligence

Blue Green Investments Inc

EIN 46-1792073 • 501(c)3 • Paso Robles, CA

Profile

The mission of blue green investments, inc is to support, benefit, and carry out the charitable purposes of nci affiliates, inc, and achievement house, inc. The charitable purposes of the supported organizations, which are affiliated entities sharing a single mission, are to provide services to encourge and support individuals with disabilities so they may achieve their personal and professional goals.

496 Linne RoadPaso Robles, CA 93446

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.15x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

6.75x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-86%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$3,390,191

Up $71,634 (+2.2%) from 2024

Liabilities

Up

$502,253

Up $2,253 (+0.5%) from 2024

Net Assets

Up

$2,887,938

Up $69,381 (+2.5%) from 2024

Operations
Liabilities / Revenue97th percentileNet Margin98th percentile

Revenue

Down

$74,451

Down $453,543 (-86%) from 2024

Expenses

Down

$5,768

Down $2,154 (-27%) from 2024

Net Income

Down

$68,683

Down $451,389 (-87%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $501,486Liabilities 2013: $0Net Assets 2013: $501,4862013Assets 2014: $545,184Liabilities 2014: $0Net Assets 2014: $545,1842014Assets 2015: $1,152,035Liabilities 2015: $0Net Assets 2015: $1,152,0352015Assets 2016: $1,262,184Liabilities 2016: $0Net Assets 2016: $1,262,1842016Assets 2017: $1,368,614Liabilities 2017: $0Net Assets 2017: $1,368,6142017Assets 2018: $1,340,548Liabilities 2018: $0Net Assets 2018: $1,340,5482018Assets 2019: $1,842,363Liabilities 2019: $0Net Assets 2019: $1,842,3632019Assets 2020: $1,880,924Liabilities 2020: $2Net Assets 2020: $1,880,9222020Assets 2021: $1,823,488Liabilities 2021: $0Net Assets 2021: $1,823,4882021Assets 2022: $2,400,481Liabilities 2022: $0Net Assets 2022: $2,400,4812022Assets 2023: $2,789,532Liabilities 2023: $500,000Net Assets 2023: $2,289,5322023Assets 2024: $3,318,557Liabilities 2024: $500,000Net Assets 2024: $2,818,5572024Assets 2025: $3,390,191Liabilities 2025: $502,253Net Assets 2025: $2,887,9382025

Highlighted filing

2025

Assets$3,390,191
Liabilities$502,253
Net Assets$2,887,938
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $501,486Expenses 2013: $0Net Income 2013: $501,4862013Revenue 2014: $55,263Expenses 2014: $11,565Net Income 2014: $43,6982014Revenue 2015: $729,227Expenses 2015: $117,225Net Income 2015: $612,0022015Revenue 2016: $228,524Expenses 2016: $118,375Net Income 2016: $110,1492016Revenue 2017: $354,641Expenses 2017: $248,210Net Income 2017: $106,4312017Revenue 2018: $11,057Expenses 2018: $44,687Net Income 2018: -$33,6302018Revenue 2019: $617,134Expenses 2019: $215,304Net Income 2019: $401,8302019Revenue 2020: $408,047Expenses 2020: $368,635Net Income 2020: $39,4122020Revenue 2021: $8,652Expenses 2021: $73,371Net Income 2021: -$64,7192021Revenue 2022: $705,841Expenses 2022: $120,090Net Income 2022: $585,7512022Revenue 2023: $9,619Expenses 2023: $122,569Net Income 2023: -$112,9502023Revenue 2024: $527,994Expenses 2024: $7,922Net Income 2024: $520,0722024Revenue 2025: $74,451Expenses 2025: $5,768Net Income 2025: $68,6832025

Highlighted filing

2025

Revenue$74,451
Expenses$5,768
Net Income$68,683
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,390,191
Liabilities
$502,253
Net assets
$2,887,938
Revenue
$74,451
Expenses
$5,768
Net income
$68,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.39$0.50$2.89$0.07$0.01$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.32$0.50$2.82$0.53$0.01$0.52
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.50$2.29$0.01$0.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.71$0.12$0.59
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.01$0.07$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.41$0.37$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.62$0.22$0.40
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.01$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.35$0.25$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.23$0.12$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.73$0.12$0.61
2014Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.06$0.01$0.04
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 5, 2025
Return Version
2024v5.2
Gross Receipts
$74,451
Mission and Program Overview

Mission

The mission of blue green investments, inc is to support, benefit, and carry out the charitable purposes of nci affiliates, inc, and achievement house, inc. The charitable purposes of the supported organizations, which are affiliated entities sharing a single mission, are to provide services to encourge and support individuals with disabilities so they may achieve their personal and professional goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,929,432$2,407,388▲ $477,956
Investments in Publicly Traded Securities$1,389,125$980,572▼ $408,553
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,318,557$3,390,191▲ $71,634
Other Assets Total-$2,231-
Liabilities
Other Liabilities$500,000$502,253▲ $2,253
Total Liabilities$500,000$502,253▲ $2,253
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,818,557$2,887,938▲ $69,381
Total Net Assets Fund Balance$2,818,557$2,887,938▲ $69,381
Total Liabilities and Net Assets / Fund Balance$3,318,557$3,390,191▲ $71,634
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Crystal NevoshPresident
Carlos OlvedaSecretary
Traci HollingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$74,451
Other Revenue
$0
Change in Net Assets
$68,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,768
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$2,295-$2,295
Office Expenses-$1,262-$1,262
Fees for Services Accounting-$1,168-$1,168
Advertising-$503-$503
Other Expenses-$20-$20
Total Functional Expenses$0$5,768$0$5,768
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Monies Held for Ahi$500,000
Deposits$2,253
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Tax return is reviewed by the president prior to filing”

Form 990, Part VI, Section B, Line 12C

“The president reviews the conflict of interest policy statements on an annual basis”

Form 990, Part VI, Section C, Line 18

“Information is available upon request”

Form 990, Part VI, Section C, Line 19

“Copies are available upon request”

Filing and Contact Details

Filer

Filer Name
Blue Green Investments Inc
EIN
46-1792073
Phone
8052386630
Address
496 LINNE ROAD, PASO ROBLES, CA 93446

Signing Officer

Name
Crystal Nevosh
Title
President
Signed
2025-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Crystal Nevosh
Formed
2012
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Burkart & Stevens
Address
11573 Los Osos Valley Rd Ste B, San Luis Obispo, CA 93405
Preparer
Cole Stevens
Phone
8055436876
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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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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ACHIEVEMENT HOUSE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1NCI AFFILIATES INC
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02253
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MONIES HELD FOR AHI
IRS990ScheduleD/TotalLiabilityAmt0502253
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAX RETURN IS REVIEWED BY THE PRESIDENT PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT REVIEWS THE CONFLICT OF INTEREST POLICY STATEMENTS ON AN ANNUAL BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INFORMATION IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03318557
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IRS990/TotalAssetsGrp/BOYAmt03318557
IRS990/TotalAssetsGrp/EOYAmt03390191
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IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05768
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05768
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0500000
IRS990/TotalLiabilitiesEOYAmt0502253
IRS990/TotalLiabilitiesGrp/BOYAmt0500000
IRS990/TotalLiabilitiesGrp/EOYAmt0502253
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02818557
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02887938
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt074451
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt074451
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03318557
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03390191
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0496 Linne Road
IRS990/USAddress/CityNm0Paso Robles
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093446
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CRYSTAL NEVOSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Blue Green Investments Inc
ReturnHeader/Filer/BusinessNameControlTxt0BLUE
ReturnHeader/Filer/EIN0461792073
ReturnHeader/Filer/PhoneNum08052386630
ReturnHeader/Filer/USAddress/AddressLine1Txt0496 LINNE ROAD
ReturnHeader/Filer/USAddress/CityNm0PASO ROBLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093446
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770014050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burkart & Stevens
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011573 Los Osos Valley Rd Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Luis Obispo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093405
ReturnHeader/PreparerPersonGrp/PhoneNum08055436876
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cole Stevens
ReturnHeader/ReturnTs02025-12-05T16:02:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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