Civic Intelligence

Ampac Tri-State CDC Inc.

990 • Fiscal year 2014 • EIN 75-3192344

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 25, 2015

Organization ProfileWWW.TRISTATECDC.COM

View Organization Page

22365 Barton RoadGrand Terrace, CA 92313

(909) 915-1706

Siviq Scores

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

Liabilities / Assets

40th percentile

0.05x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$112,090

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

88th percentile

33%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$257,273

Flat from 2014

Net Assets

Flat

$244,073

Flat from 2014

Liabilities

Flat

$13,200

Flat from 2014

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin90th percentile

Revenue

Flat

$1,108,389

Flat from 2014

Expenses

Flat

$609,471

Flat from 2014

Net Income

Flat

$498,918

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $49,830Liabilities 2010: $415,619Net Assets 2010: -$365,7892010Assets 2011: $21,325Liabilities 2011: $423,517Net Assets 2011: -$402,1922011Assets 2012: $57,926Liabilities 2012: $432,888Net Assets 2012: -$374,9622012Assets 2013: $193,760Liabilities 2013: $448,605Net Assets 2013: -$254,8452013Assets 2014: $257,273Liabilities 2014: $13,200Net Assets 2014: $244,0732014Assets 2014: $257,273Liabilities 2014: $13,200Net Assets 2014: $244,0732014Assets 2015: $441,222Liabilities 2015: $124,372Net Assets 2015: $316,8502015Assets 2016: $772,932Liabilities 2016: $306,588Net Assets 2016: $466,3442016Assets 2017: $1,811,964Liabilities 2017: $1,037,586Net Assets 2017: $774,3782017Assets 2018: $3,087,419Liabilities 2018: $2,180,591Net Assets 2018: $906,8282018Assets 2019: $4,436,867Liabilities 2019: $3,487,096Net Assets 2019: $949,7712019Assets 2020: $10,493,385Liabilities 2020: $7,895,177Net Assets 2020: $2,598,2082020Assets 2021: $22,461,621Liabilities 2021: $14,909,325Net Assets 2021: $7,552,2962021Assets 2022: $17,135,051Liabilities 2022: $9,495,105Net Assets 2022: $7,639,9462022Assets 2023: $17,937,924Liabilities 2023: $11,830,719Net Assets 2023: $6,107,2052023Assets 2024: $18,661,252Liabilities 2024: $11,784,386Net Assets 2024: $6,876,8662024

Highlighted filing

2014

Assets$257,273
Liabilities$13,200
Net Assets$244,073
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $330,6222010Expenses 2011: $382,3362011Revenue 2012: $445,915Expenses 2012: $440,364Net Income 2012: $5,5512012Revenue 2013: $639,876Expenses 2013: $519,759Net Income 2013: $120,1172013Revenue 2014: $1,108,389Expenses 2014: $609,471Net Income 2014: $498,9182014Revenue 2014: $1,108,389Expenses 2014: $609,471Net Income 2014: $498,9182014Revenue 2015: $852,066Expenses 2015: $799,653Net Income 2015: $52,4132015Revenue 2016: $1,057,017Expenses 2016: $907,523Net Income 2016: $149,4942016Revenue 2017: $1,490,395Expenses 2017: $1,182,361Net Income 2017: $308,0342017Revenue 2018: $1,703,443Expenses 2018: $1,535,793Net Income 2018: $167,6502018Revenue 2019: $2,217,679Expenses 2019: $2,022,991Net Income 2019: $194,6882019Revenue 2020: $4,218,471Expenses 2020: $2,582,929Net Income 2020: $1,635,5422020Revenue 2021: $9,676,882Expenses 2021: $4,722,385Net Income 2021: $4,954,4972021Revenue 2022: $4,943,056Expenses 2022: $4,855,406Net Income 2022: $87,6502022Revenue 2023: $6,017,426Expenses 2023: $6,035,051Net Income 2023: -$17,6252023Revenue 2024: $7,169,306Expenses 2024: $7,277,829Net Income 2024: -$108,5232024

Highlighted filing

2014

Revenue$1,108,389
Expenses$609,471
Net Income$498,918
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 25, 2015
Return Version
2014v5.0
Gross Receipts
$1,108,389
Mission and Program Overview

Mission

The organization's mission is to finance the growth of small business and to promote economic development and job creation, and to advocate for businesses utilizing small business administration resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$94,234$175,328▲ $81,094
Land, Buildings, and Equipment, Net$13,086$13,063▼ $23
Accounts Receivable$36,223$7,857▼ $28,366
Other Notes and Loans Receivable, Net$5,477$5,973▲ $496
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$193,760$257,273▲ $63,513
Other Assets Total$44,740$55,052▲ $10,312
Liabilities
Mortgage Notes Payable Secured by Investment Property$278,837--
Other Liabilities$159,344$9,197▼ $150,147
Accounts Payable and Accrued Expenses$10,424$4,003▼ $6,421
Total Liabilities$448,605$13,200▼ $435,405
Net Assets / Fund Balance
Unrestricted Net Assets$-254,845$244,073▲ $498,918
Total Net Assets Fund Balance$-254,845$244,073▲ $498,918
Total Liabilities and Net Assets / Fund Balance$193,760$257,273▲ $63,513

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,063$6,074$19,137
Other Assets Org$10,409--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hilda KennedyExecutive DirectorFT$112,090$112,090

Board Members and Trustees

NameTitle
Ron MccoyPresident
Andre EllisDirector
Charles SingletonDirector
Cp KrishnanDirector
Eugene ValdezDirector
Kristen HakesDirector
Moses HarrisDirector
Paul LeonDirector
Larry PolhillFormer Director
Sharon TakahaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$457,279
Program Service Revenue
$651,110
Investment Income
$0
Other Revenue
$0
All Other Contributions
$457,279
Change in Net Assets
$498,918

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$455,949Face Value
Other Non Cash Contri Table1$1,330Fair Market Value (FMV)
Total Noncash Contributions2$457,279-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,108,389
Total Revenue per Audited Statements
$1,108,389
Total Revenue per Form 990
$1,108,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$316,643
Salaries, Compensation, and Employee Benefits$292,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,738--$186,738
Current Officers, Directors, Trustees, and Key Employees$106,090--$106,090
All Other Expenses$40,953--$40,953
Occupancy$23,712--$23,712
Interest$20,628--$20,628
Office Expenses$16,155--$16,155
Other Expenses$14,000--$14,000
Fees for Services Legal$13,480--$13,480
Fees for Services Accounting$10,000--$10,000
Advertising$6,655--$6,655
Insurance$5,095--$5,095
Fees for Services Other$5,000--$5,000
Depreciation Depletion$2,299--$2,299
Total Functional Expenses$609,471$0$0$609,471

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$609,471
Total Expenses per Audited Statements$609,471
Total Expenses per Form 990$609,471
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mark HarrisRelativeConsultingNo$500
Matrix Marketing IncSch-1Marketing and SalesNo-

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
Processing Deposits$6,568
Other Liabilities$2,629
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“The executive director reviews the form 990 and then forwards a copy to the board of directors for approvial. Once approved by the board of directors the form 990 is filed with the internal revenue service. The annual financial statements are reviewed in detail by the board of diectors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The governing board reviews and approves the compensation of the executive director.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The governing board reviews and approves the compensation of officers and key employees”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes it's governing documents, financial statementss, and form 990 available upon request during normal business hours”

Filing and Contact Details

Filer

Filer Name
Ampac Tri-state Cdc Inc
EIN
75-3192344
Phone
9099151706
Address
22365 BARTON ROAD, GRAND TERRACE, CA 92313

Signing Officer

Name
Hilda Kennedy
Title
Executive Director
Signed
2015-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hilda Kennedy
Formed
2005
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
7

Preparer

Firm
L Ray Ashworth Certified Public Accountant
Address
1101 Orange ST, Redlands, CA 92374
Preparer
Ray Ashworth
Phone
9093070880
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - FORM 990 SCHEDULE l PART 2 ITEM (B) relationship: lender item (a) owner by former director.form 990 schedule l part 4 item (B) RELATIONSHIP: CORPORATION OWNER FORMER DIRECTOR.”

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IRS990/OtherExpensesGrp/Desc3DIRECTOR EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0107858
IRS990/OtherExpensesGrp/ProgramServicesAmt126079
IRS990/OtherExpensesGrp/ProgramServicesAmt224729
IRS990/OtherExpensesGrp/ProgramServicesAmt314000
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IRS990/OtherExpensesGrp/TotalAmt126079
IRS990/OtherExpensesGrp/TotalAmt224729
IRS990/OtherExpensesGrp/TotalAmt314000
IRS990/OtherLiabilitiesGrp/BOYAmt0159344
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IRS990/PartialLiquidationInd0false
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0HILDA KENNEDY
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19695
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3316908
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt418627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2289922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3316908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt418627
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024729
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0263762
IRS990/PYProgramServiceRevenueAmt0639876
IRS990/PYRevenuesLessExpensesAmt0120117
IRS990/PYSalariesCompEmpBnftPaidAmt0255997
IRS990/PYTotalExpensesAmt0519759
IRS990/PYTotalRevenueAmt0639876
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0498918
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01104766
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05000
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$257,273
Liabilities
$13,200
Net assets
$244,073
Revenue
$1,108,389
Expenses
$609,471
Net income
$498,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.7$11.8$6.88$7.17$7.28$0.11
2023Summary only. Only limited summary data is available for this year.$17.9$11.8$6.11$6.02$6.04$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$9.50$7.64$4.94$4.86$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$14.9$7.55$9.68$4.72$4.95
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$7.90$2.60$4.22$2.58$1.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$3.49$0.95$2.22$2.02$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$2.18$0.91$1.70$1.54$0.17
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$1.04$0.77$1.49$1.18$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.31$0.47$1.06$0.91$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.12$0.32$0.85$0.80$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.24$1.11$0.61$0.50
2014Summary only. Only limited summary data is available for this year.$0.26$0.01$0.24$1.11$0.61$0.50
2013Detailed filing. Detailed filing data is available for this year.$0.19$0.45$0.25$0.64$0.52$0.12
2012Summary only. Only limited summary data is available for this year.$0.06$0.43$0.37$0.45$0.44$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.42$0.40$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.42$0.37$0.33