Civic Intelligence

Ampac Tri-State CDC Inc.

990 • Fiscal year 2017 • EIN 75-3192344

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

Organization Profilewww.ampac.com

View Organization Page

22365 Barton Road Suite 304Grand Terrace, CA 92313

(909) 915-1706

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.57x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.70x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$125,343

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

97th percentile

134%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$1,811,964

Up $1,039,032 (+134%) from 2016

Net Assets

Up

$774,378

Up $308,034 (+66%) from 2016

Liabilities

Up

$1,037,586

Up $730,998 (+238%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin78th percentile

Revenue

Up

$1,490,395

Up $433,378 (+41%) from 2016

Expenses

Up

$1,182,361

Up $274,838 (+30%) from 2016

Net Income

Up

$308,034

Up $158,540 (+106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth97th 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 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

2017

Assets$1,811,964
Liabilities$1,037,586
Net Assets$774,378
Open 2017 Filing

Operations Trend

Revenue Growth84th 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 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

2017

Revenue$1,490,395
Expenses$1,182,361
Net Income$308,034
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.2
Gross Receipts
$1,490,395
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$492,293$815,962▲ $323,669
Other Notes and Loans Receivable, Net$125,681$771,760▲ $646,079
Accounts Receivable$53,021$35,599▼ $17,422
Land, Buildings, and Equipment, Net$12,911$21,728▲ $8,817
Prepaid Expenses and Deferred Charges$10,925$11,637▲ $712
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-
Total Assets$772,932$1,811,964▲ $1,039,032
Other Assets Total$78,101$155,278▲ $77,177
Liabilities
Unsecured Notes Loans Payable$285,000$982,222▲ $697,222
Other Liabilities$13,289$32,370▲ $19,081
Accounts Payable and Accrued Expenses$8,299$22,994▲ $14,695
Total Liabilities$306,588$1,037,586▲ $730,998
Net Assets / Fund Balance
Temporarily Rstr Net Assets$220,999$478,567▲ $257,568
Unrestricted Net Assets$245,345$295,811▲ $50,466
Total Net Assets Fund Balance$466,344$774,378▲ $308,034
Total Liabilities and Net Assets / Fund Balance$772,932$1,811,964▲ $1,039,032

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,591$15,185$26,776
Other Land Buildings$10,137$347$10,484
Other Assets Org$7,778--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hilda KennedyExecutive DirectorFT$125,343$125,343

Board Members and Trustees

NameTitle
Ron MccoyPresident
Andre EllisDirector
Dr Eric StevensDirector
Janise GrahamDirector
Kristen HakesDirector
Moses HarrisDirector
Omar MorelDirector
Paul LeonDirector
Thomas GalindoDirector
Sharon TakahaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$380,175
Program Service Revenue
$1,110,220
Investment Income
$0
Other Revenue
$0
All Other Contributions
$380,175
Change in Net Assets
$308,034

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,490,395
Total Revenue per Audited Statements
$1,490,395
Total Revenue per Form 990
$1,490,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$668,547
Salaries, Compensation, and Employee Benefits$513,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$265,211$69,363-$334,574
Current Officers, Directors, Trustees, and Key Employees$105,858$27,686-$133,544
All Other Expenses$59,631$7,431-$67,062
Other Expenses$12,953$34,728-$47,681
Payroll Taxes$29,858$7,809-$37,667
Office Expenses$203$29,614-$29,817
Occupancy-$27,203-$27,203
Advertising$16,348$1,890-$18,238
Interest$9,263--$9,263
Other Employee Benefits$6,364$1,665-$8,029
Depreciation Depletion$3,503--$3,503
Total Functional Expenses$953,075$229,286$0$1,182,361

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,182,361
Total Expenses per Audited Statements$1,182,361
Total Expenses per Form 990$1,182,361
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
-Prior DirectorMarketing ConsultingNo$78,000

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
Other liabilities$16,613
Accrued interest$15,757
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
No
Business relationship with organization members
No
Material changes to governing documents
No
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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Board member is related by marriage to the president of the organization.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The executive director reviews the Form 990 and then forwards a coy of the board of directors for approval. 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 directors.”

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 the officers and key employees.”

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

“The organization makes the governing documents, Financial Statements, 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 Suite 304, Grand Terrace, CA 92313

Signing Officer

Name
Hilda Kennedy
Title
Executive Director
Signed
2018-06-14
Discuss with paid preparer
Yes

Organization Details

Formed
2005
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
10
Employees
10

Preparer

Firm
Kho & Patel
Address
160 E Arrow Highway, San Dimas, CA 91773-3336
Preparer
Harold Diep CPA
Phone
9099711000
Raw XML AppendixShowing 400 of 513 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt08299
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022994
IRS990/AccountsReceivableGrp/BOYAmt053021
IRS990/AccountsReceivableGrp/EOYAmt035599
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The organization's mission is to finance the growth of small businesses, promote economic development,job creation, and advocate for businesses utilizing small business administration resources.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01890
IRS990/AdvertisingGrp/ProgramServicesAmt016348
IRS990/AdvertisingGrp/TotalAmt018238
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0380175
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07431
IRS990/AllOtherExpensesGrp/ProgramServicesAmt059631
IRS990/AllOtherExpensesGrp/TotalAmt067062
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Hilda Kennedy
IRS990/BooksInCareOfDetail/PhoneNum09099151706
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt022365 Barton Road 210
IRS990/BooksInCareOfDetail/USAddress/CityNm0Grand Terrace
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092313
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0492293
IRS990/CashNonInterestBearingGrp/EOYAmt0815962
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt027686
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0105858
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0133544
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0380175
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0668547
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01110220
IRS990/CYRevenuesLessExpensesAmt0308034
IRS990/CYSalariesCompEmpBnftPaidAmt0513814
IRS990/CYTotalExpensesAmt01182361
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01490395
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03503
IRS990/DepreciationDepletionGrp/TotalAmt03503
IRS990/Desc0The organization services small businesses within the State of California through the U.S. Small Business Administration's (SBA) Certified Development Company(Section 504) Program. The objective of the organization is to devote its resources to programs designed to stimulate economic development and growth in the urban, rural, and other disadvantaged persons and groups, in an attempt to provide working capital and other assistance,to enhance, stimulate entrepreneurial and employment opportunities. Additionally, organization provides assistance to potential California Businesses in the loan application process through its capacity to package, process, close, and service federal and state sponsored loan programs.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0907161
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Hilda Kennedy
IRS990/Form990PartVIISectionAGrp/PersonNm1Janise Graham
IRS990/Form990PartVIISectionAGrp/PersonNm2Thomas Galindo
IRS990/Form990PartVIISectionAGrp/PersonNm3Sharon Takaha
IRS990/Form990PartVIISectionAGrp/PersonNm4Andre Ellis
IRS990/Form990PartVIISectionAGrp/PersonNm5Ron Mccoy
IRS990/Form990PartVIISectionAGrp/PersonNm6Paul Leon
IRS990/Form990PartVIISectionAGrp/PersonNm7Moses Harris
IRS990/Form990PartVIISectionAGrp/PersonNm8Kristen Hakes
IRS990/Form990PartVIISectionAGrp/PersonNm9Omar Morel
IRS990/Form990PartVIISectionAGrp/PersonNm10Dr Eric Stevens
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0125343
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0380175
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01490395
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt09263
IRS990/InterestGrp/TotalAmt09263
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015532
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012911
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021728
IRS990/LandBldgEquipCostOrOtherBssAmt037260
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization's mission is to finance the growth of small businesses, promote economic development, job creation, and advocate for businesses utilizing small business administration resources.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0466344
IRS990/NetAssetsOrFundBalancesEOYAmt0774378
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt027203
IRS990/OccupancyGrp/TotalAmt027203
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029614
IRS990/OfficeExpensesGrp/ProgramServicesAmt0203
IRS990/OfficeExpensesGrp/TotalAmt029817
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt078101
IRS990/OtherAssetsTotalGrp/EOYAmt0155278
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01665
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06364
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08029
IRS990/OtherExpensesGrp/Desc0Professional Fees
IRS990/OtherExpensesGrp/Desc1Marketing Expenses
IRS990/OtherExpensesGrp/Desc2Grant Expenses - Temp Restrict
IRS990/OtherExpensesGrp/Desc3Miscellaneous and Insurance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021897
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134728
IRS990/OtherExpensesGrp/ProgramServicesAmt0186859
IRS990/OtherExpensesGrp/ProgramServicesAmt1136417
IRS990/OtherExpensesGrp/ProgramServicesAmt2120607
IRS990/OtherExpensesGrp/ProgramServicesAmt312953
IRS990/OtherExpensesGrp/TotalAmt0208756
IRS990/OtherExpensesGrp/TotalAmt1136417
IRS990/OtherExpensesGrp/TotalAmt2120607
IRS990/OtherExpensesGrp/TotalAmt347681
IRS990/OtherLiabilitiesGrp/BOYAmt013289
IRS990/OtherLiabilitiesGrp/EOYAmt032370
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069363
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0265211
IRS990/OtherSalariesAndWagesGrp/TotalAmt0334574
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0125681
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0771760
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07809
IRS990/PayrollTaxesGrp/ProgramServicesAmt029858
IRS990/PayrollTaxesGrp/TotalAmt037667
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010925
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011637
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Event Income
IRS990/ProgramServiceRevenueGrp/Desc1Interest Income
IRS990/ProgramServiceRevenueGrp/Desc2Other Income
IRS990/ProgramServiceRevenueGrp/Desc3Processing Fees
IRS990/ProgramServiceRevenueGrp/Desc4Servicing Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt045914
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt286687
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3418813
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4493103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045914
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt286687
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3418813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4493103
IRS990/ProgSrvcAccomActy2Grp/Desc0The SBA Faith based small business summit is an annual conference that the organization hosts in partnership with the small business administration Santa Ana's District Office. Its objective is to connect faith and business, provide relevant workshops and programs that can serve both sectors for the benefit of the community and economic empowerment.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045914
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt045914
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0275474
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0494309
IRS990/PYProgramServiceRevenueAmt0781543
IRS990/PYRevenuesLessExpensesAmt0149494
IRS990/PYSalariesCompEmpBnftPaidAmt0413214
IRS990/PYTotalExpensesAmt0907523
IRS990/PYTotalRevenueAmt01057017
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0308034
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01011149
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0380175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0275474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0206526
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0465644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01363719
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt053157
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013604
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04429
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03623
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01052
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt075865
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01011149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0372498
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0336681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0635499
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0601872
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02957699
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt053157
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013604
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04429
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03623
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt075865
IRS990ScheduleA/InvestmentIncomeCYPct00.01730
IRS990ScheduleA/InvestmentIncomePYPct00.00670
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98270
IRS990ScheduleA/PublicSupportPY509Pct00.99330
IRS990ScheduleA/PublicSupportTotal509Amt04321418
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01391324
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0647972
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0543207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01101143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0637772
IRS990ScheduleA/Total509Grp/TotalAmt04321418
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01444481
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0661576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0547636
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01104766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0638824
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04397283
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt011591
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015185
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt026776
IRS990ScheduleD/ExpensesSubtotalAmt01182361
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0147500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17778

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,811,964
Liabilities
$1,037,586
Net assets
$774,378
Revenue
$1,490,395
Expenses
$1,182,361
Net income
$308,034
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
2017Detailed filing. Detailed filing data is available for this year.$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
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