Civic Intelligence

South West Legal Aid

EIN 47-4047303 • 501(c)3 • Temecula, CA

Pub. 78 Eligible990-N CoverageNTEE I80

Profile

To provide no cost tax and legal assistance to low income and elderly taxpayers. And to provide financial literacy education where needed.

43460 Ridge Park DrTemecula, CA 92590

southwestlegalaid.org

Siviq Scores

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

Liabilities / Assets

100th percentile

53.11x

Higher debt load relative to assets than 100% of similar nonprofits.

NTEE I • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.27x

Higher debt load relative to revenue than 90% of similar nonprofits.

NTEE I • <$500k nonprofits • Source year 2016

Net Margin

17th percentile

-26%

Higher net margin than 17% of similar nonprofits.

NTEE I • <$500k nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$6,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 111.5% of source-year revenue.

NTEE I • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets100th percentile

Assets

$27

No earlier filing loaded for comparison.

Liabilities

$1,434

No earlier filing loaded for comparison.

Net Assets

-$1,407

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue90th percentileNet Margin17th percentile

Revenue

$5,380

No earlier filing loaded for comparison.

Expenses

$6,787

No earlier filing loaded for comparison.

Net Income

-$1,407

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0K$1.0K$0-$1.0K-$2.0KAssets 2016: $27Liabilities 2016: $1,434Net Assets 2016: -$1,4072016

Highlighted filing

2016

Assets$27
Liabilities$1,434
Net Assets-$1,407
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0KRevenue 2016: $5,380Expenses 2016: $6,787Net Income 2016: -$1,4072016

Highlighted filing

2016

Revenue$5,380
Expenses$6,787
Net Income-$1,407
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$27
Liabilities
$1,434
Net assets
-$1,407
Revenue
$5,380
Expenses
$6,787
Net income
-$1,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$27$1,434$1,407$5,380$6,787$1,407
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Gross Receipts
$5,380
Mission and Program Overview

Mission

To provide no cost tax and legal assistance to low income and elderly taxpayers. And to provide financial literacy education where needed.

Program Services

DescriptionGrantsExpenses
To help low income and elderly taxpayers with tax and legal assistance.We helped over 130 low income and elderly taxpayers file their 2015 income tax returns. We helped file 3 Offers in Comprise with the IRS. WE helped save the IRS over $150,000 worth of fraudulent refunds.$6,756-
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUGLAS NOTTINGHAMPresident & CEOPT$6,000-$6,000
YOLANDA OROZCOSecretary-$0--
Filing and Contact Details

Filer

Filer Name
South West Legal Aid
EIN
47-4047303
Address
43460 RIDGE PARK DR, TEMECULA, CA 92590

Signing Officer

Name
Douglas Nottingham
Title
President & CEO
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Nottingham & Associates
Address
43460 RIDGE PARK DR STE 240, TEMECULA, CA 92590-3600
Preparer
Jody D Nottingham CPA
Phone
9512961698
Supplemental Narrative

Additional Explanations

Other Expenses.1

“WEBSITE $51”

Other Expenses.2

“STATE FEES $25”

Other Expenses.3

“BANK FEES $6”

Total Liabilities.1

“PAYROLL LIABILITIES - Beginning $0 PAYROLL LIABILITIES - Ending $1434”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NOTTINGHAM ASSOCIATES
IRS990EZ/BooksInCareOfDetail/PhoneNum09512961698
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt043460 RIDGE PARK DR SUITE 240
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TEMECULA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092590
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05380
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1407
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt05380
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-1407
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-1407
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt06000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUGLAS NOTTINGHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1YOLANDA OROZCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt082
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide no cost tax and legal assistance to low income and elderly taxpayers. And to provide financial literacy education where needed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To help low income and elderly taxpayers with tax and legal assistance.We helped over 130 low income and elderly taxpayers file their 2015 income tax returns. We helped file 3 Offers in Comprise with the IRS. WE helped save the IRS over $150,000 worth of fraudulent refunds.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06756
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06705
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01434
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06787
IRS990EZ/TotalProgramServiceExpensesAmt06756
IRS990EZ/TotalRevenueAmt05380
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SOUTHWESTLEGALAID.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05380
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05380
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt05380
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05380
IRS990ScheduleA/Total509Grp/TotalAmt05380
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05380
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEBSITE $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE FEES $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK FEES $6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL LIABILITIES - Beginning $0 PAYROLL LIABILITIES - Ending $1434
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS NOTTINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH WEST LEGAL AID
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0474047303
ReturnHeader/Filer/USAddress/AddressLine1Txt043460 RIDGE PARK DR
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NOTTINGHAM & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043460 RIDGE PARK DR STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0925903600
ReturnHeader/PreparerPersonGrp/PhoneNum09512961698
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jody D Nottingham CPA
ReturnHeader/ReturnTs02017-11-08T16:08:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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