Civic Intelligence

Santa Maria Valley Community Foundation

990EZ • Fiscal year 2020 • EIN 75-2983776

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.08x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

103%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

26%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$122,630

Up $62,161 (+103%) from 2019

Net Assets

Up

$110,159

Up $51,753 (+89%) from 2019

Liabilities

Up

$12,471

Up $10,408 (+505%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin81st percentile

Revenue

Up

$151,231

Up $30,924 (+26%) from 2019

Expenses

Up

$99,478

Up $8,272 (+9.1%) from 2019

Net Income

Up

$51,753

Up $22,652 (+78%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2020

Assets$122,630
Liabilities$12,471
Net Assets$110,159
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

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

2020

Revenue$151,231
Expenses$99,478
Net Income$51,753
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$151,231
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS TO THE SANTA MARIA VALLEY CHAMBER OF COMMERCE TO ASSIST IN FUNDING OPERATIONS.$99,478-
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 GarconMember-$0--
Dr Jevin WalthersMember-$0--
Janet SilveiraMember-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Glenn Morris
Title
President & CEO
Signed
2021-05-17
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: $99478”

Other Assets.1005

“Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2500”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2063 Accounts Payable and Accrued Expenses - Ending $3471”

Total Liabilities.1003

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $9000”

Raw XML Appendix160 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/OrganizationHadUBIInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0752983776
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ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Travis Hole CPA
ReturnHeader/ReturnTs02021-05-17T14:59:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,630
Liabilities
$12,471
Net assets
$110,159
Revenue
$151,231
Expenses
$99,478
Net income
$51,753
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