Sustained Excellence Alliance Corp

EIN 52-2305452 • 501(c)3 • San Luis Obispo, CA

Profile

To build the capacity of the community development industry by resource development; fostering a learning environment; and sharing findings with other community development nonprofit organizations so that we might be better provide diverse and comprehensive services.

1060 Kendall RoadSan Luis Obispo, CA 93401

n/A

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

-4.9%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

No value available

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

Annualized from 2023 to 2024

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$19,397

Down $1,000 (-4.9%) from 2023

Liabilities

No earlier filing loaded for comparison.

Net Assets

$19,397

No earlier filing loaded for comparison.

Operations

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

Flat

Flat from 2023

Expenses

Down

$1,000

Down $2,389 (-70%) from 2023

Net Income

-$1,000

Up $2,389 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2024

Assets$19,397

Liabilities-

Net Assets$19,397

Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2024

Revenue$0

Expenses$1,000

Net Income-$1,000

Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $19,397
Liabilities: -
Net assets: $19,397
Revenue: $0
Expenses: $1,000
Net income: -$1,000

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$19.4		$19.4	$0.00	$1.00	$1.00
2023Summary only. Only limited summary data is available for this year.	$20.4	$0.00		$0.00	$3.39	$3.39
2022Detailed filing. Detailed filing data is available for this year.	$23.8		$23.8	$0.00	$6.86	$6.86
2021Detailed filing. Detailed filing data is available for this year.	$30.6		$30.6		$0.60
2020Detailed filing. Detailed filing data is available for this year.	$31.3		$31.3	$5.00	$1.07	$3.93
2019Detailed filing. Detailed filing data is available for this year.	$27.3		$27.3	$8.15	$6.68	$1.47
2018Detailed filing. Detailed filing data is available for this year.	$25.8		$25.8	$9.00	$4.87	$4.13
2017Detailed filing. Detailed filing data is available for this year.	$21.7		$21.7	$9.00	$6.76	$2.24
2016Detailed filing. Detailed filing data is available for this year.	$19.5		$19.5	$9.00	$15.2	$6.18
2015Detailed filing. Detailed filing data is available for this year.	$25.7		$25.7	$7.00	$8.70	$1.70
2014Detailed filing. Detailed filing data is available for this year.	$27.4		$27.4	$6.01	$31.7	$25.7
2013Detailed filing. Detailed filing data is available for this year.	$53.1		$53.1	$7.05	$4.85	$2.21
2012Summary only. Only limited summary data is available for this year.	$50.9	$0.00	$50.9	$6.05	$7.22	$1.17
2011Summary only. Only limited summary data is available for this year.	$52.1	$0.00	$52.1	$20.6	$1.78	$18.8

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 7, 2025
Return Version: 2024v5.2

Mission and Program Overview

Mission

Program Services

Description	Grants	Expenses
To foster learning environments for Sustained Excellence Alliance Corp's member organizations' staff and boards and the community development industry at large, to increase effectiveness and successful outcomes.	-	$1,000

Compensation and Service Providers

Top Officer Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Lorna Bourg	Director	-	$0	-	-
Lori Gay	Director	-	$0	-	-
Ken Trigueiro	Chair/Treas/Sec	-	$0	-	-
Griffin Moore	Asst Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Sustained Excellence Alliance Corp
EIN: 52-2305452
Phone: 8057813088
Address: 1060 Kendall Road, San Luis Obispo, CA 93401

Signing Officer

Name: Griffin Moore
Title: Asst Treasurer
Signed: 2025-11-07
Discuss with paid preparer: Yes

Preparer

Firm: Moss Levy & Hartzheim LLP
Address: 2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer: Ron Levy CPA
Phone: 8059252579

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