Civic Intelligence

Santa Maria Valley Community Foundation

990EZ • Fiscal year 2018 • EIN 75-2983776

Jul 01, 2017 to Jun 30, 2018 • Filed on May 16, 2019

Organization ProfileN/A
614 S BroadwaySanta Maria, CA 93454

(805) 925-2403

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets80th percentile

Assets

$33,625

No earlier filing loaded for comparison.

Net Assets

$29,305

No earlier filing loaded for comparison.

Liabilities

$4,320

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin80th percentile

Revenue

$50,589

No earlier filing loaded for comparison.

Expenses

$37,985

No earlier filing loaded for comparison.

Net Income

$12,604

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2018: $33,625Liabilities 2018: $4,320Net Assets 2018: $29,3052018Assets 2019: $60,469Liabilities 2019: $2,063Net Assets 2019: $58,4062019Assets 2020: $122,630Liabilities 2020: $12,471Net Assets 2020: $110,1592020Assets 2021: $406,542Liabilities 2021: $5,157Net Assets 2021: $401,3852021Assets 2022: $62,984Net Assets 2022: $62,9842022Assets 2023: $54,374Net Assets 2023: $54,3742023Assets 2024: $47,520Net Assets 2024: $47,5202024

Highlighted filing

2018

Assets$33,625
Liabilities$4,320
Net Assets$29,305
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KRevenue 2018: $50,589Expenses 2018: $37,985Net Income 2018: $12,6042018Revenue 2019: $120,307Expenses 2019: $91,206Net Income 2019: $29,1012019Revenue 2020: $151,231Expenses 2020: $99,478Net Income 2020: $51,7532020Revenue 2021: $451,895Expenses 2021: $160,669Net Income 2021: $291,2262021Revenue 2022: $108,909Expenses 2022: $447,310Net Income 2022: -$338,4012022Revenue 2023: $132,342Expenses 2023: $140,952Net Income 2023: -$8,6102023Revenue 2024: $26,804Expenses 2024: $21,710Net Income 2024: $5,0942024

Highlighted filing

2018

Revenue$50,589
Expenses$37,985
Net Income$12,604
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 16, 2019
Return Version
2017v2.2
Gross Receipts
$50,589
Mission and Program Overview

Mission

Provide funds to the santa maria valley chamber of commerce to assist in funding operations.

Provide funding for the santa maria valley chamber of commerce's operations.

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS TO THE SANTA MARIA VALLEY CHAMBER OF COMMERCE TO ASSIST IN FUNDING OPERATIONS.$37,985-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cameron StephensChairman-$0--
Dr Ray ArensdorfVice Chair-$0--
Glenn MorrisSecretary-$0--
Jean Luc GaronMember-$0--
Dr Kevin WalthersMember-$0--
Janet SilveriaMember-$0--
Filing and Contact Details

Filer

Filer Name
Santa Maria Valley Community
EIN
75-2983776
Phone
8059252403
Address
614 S BROADWAY, SANTA MARIA, CA 93454

Signing Officer

Name
Glenn Morris
Title
President & CEO
Signed
2019-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Travis Hole CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: SANTA MARIA VALLEY CHAMBER OF | Address: 614 S BROADWAY SANTA MARIA, CA 93454 | Amount: $37985”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $4320”

Raw XML Appendix155 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/CityNm0SANTA MARIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093454
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cameron Stephens
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Glenn Morris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jean Luc Garon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dr Kevin Walthers
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FUNDING FOR THE SANTA MARIA VALLEY CHAMBER OF COMMERCE'S OPERATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE FUNDS TO THE SANTA MARIA VALLEY CHAMBER OF COMMERCE TO ASSIST IN FUNDING OPERATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037985
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04320
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037985
IRS990EZ/TotalProgramServiceExpensesAmt037985
IRS990EZ/TotalRevenueAmt050589
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDES FUNDING TO THE SANTA MARIA VALLEY CHAMBER OF COMMERCE TO PERFORM THEIR EXEMPT ACTIVITIES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0951191765
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: SANTA MARIA VALLEY CHAMBER OF | Address: 614 S BROADWAY SANTA MARIA, CA 93454 | Amount: $37985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $4320
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Glenn Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA MARIA VALLEY COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0752983776
ReturnHeader/Filer/PhoneNum08059252403
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ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093454
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 Professional Parkway Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Travis Hole CPA
ReturnHeader/ReturnTs02019-05-16T12:27:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,625
Liabilities
$4,320
Net assets
$29,305
Revenue
$50,589
Expenses
$37,985
Net income
$12,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.27$0.22$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.54$1.32$1.41$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.09$4.47$3.38
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.05$4.01$4.52$1.61$2.91
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.12$1.10$1.51$0.99$0.52
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$1.20$0.91$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.04$0.29$0.51$0.38$0.13