Civic Intelligence

Ampac Tri-State CDC Inc.

990 • Fiscal year 2019 • EIN 75-3192344

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

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

89th percentile

0.79x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

1.57x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$150,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

90th percentile

44%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$4,436,867

Up $1,349,448 (+44%) from 2018

Net Assets

Up

$949,771

Up $42,943 (+4.7%) from 2018

Liabilities

Up

$3,487,096

Up $1,306,505 (+60%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin63rd percentile

Revenue

Up

$2,217,679

Up $514,236 (+30%) from 2018

Expenses

Up

$2,022,991

Up $487,198 (+32%) from 2018

Net Income

Up

$194,688

Up $27,038 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$4,436,867
Liabilities$3,487,096
Net Assets$949,771
Open 2019 Filing

Operations Trend

Revenue Growth81st 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

2019

Revenue$2,217,679
Expenses$2,022,991
Net Income$194,688
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.0
Gross Receipts
$2,217,679
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
Other Notes and Loans Receivable, Net$1,885,672$3,391,539▲ $1,505,867
Cash and Non-Interest-Bearing Accounts$477,235$659,017▲ $181,782
Accounts Receivable$37,738$66,405▲ $28,667
Land, Buildings, and Equipment, Net$23,223$9,986▼ $13,237
Prepaid Expenses and Deferred Charges$9,306$6,998▼ $2,308
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$2,935,674$4,436,867▲ $1,501,193
Other Assets Total$502,500$302,922▼ $199,578
Liabilities
Unsecured Notes Loans Payable$2,063,972$3,161,621▲ $1,097,649
Accounts Payable and Accrued Expenses$87,706$177,504▲ $89,798
Other Liabilities$28,913$147,971▲ $119,058
Total Liabilities$2,180,591$3,487,096▲ $1,306,505
Net Assets / Fund Balance
Net Assets With Donor Restrictions$516,182$645,879▲ $129,697
Net Assets Without Donor Restrictions$238,901$303,892▲ $64,991
Total Net Assets Fund Balance$755,083$949,771▲ $194,688
Total Liabilities and Net Assets / Fund Balance$2,935,674$4,436,867▲ $1,501,193

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$818$15,820$16,638
Other Land Buildings$9,168$1,316$10,484
Other Assets Org$10,422--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Hilda KennedyExecutive DirectorFT$150,000$150,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$638,285
Program Service Revenue
$1,579,394
Investment Income
$0
Other Revenue
$0
All Other Contributions
$638,285
Change in Net Assets
$194,688

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,217,679
Total Revenue per Audited Statements
$2,217,679
Total Revenue per Form 990
$2,217,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,116,898
Salaries, Compensation, and Employee Benefits$906,093
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$451,519$191,288-$642,807
Current Officers, Directors, Trustees, and Key Employees$109,525$46,400-$155,925
All Other Expenses$115,845$12,450-$128,295
Other Expenses$102,817$60,468-$102,817
Interest$70,314--$70,314
Payroll Taxes$44,516$18,859-$63,375
Occupancy$49,644$12,604-$62,248
Advertising$33,950$19,972-$53,922
Other Employee Benefits$30,897$13,089-$43,986
Office Expenses$1,088$26,837-$27,925
Depreciation Depletion$5,243--$5,243
Total Functional Expenses$1,494,527$528,464$0$2,022,991

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,022,991
Total Expenses per Audited Statements$2,022,991
Total Expenses per Form 990$2,022,991
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

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$113,689
Accrued interest$34,282
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 35% controlled entity
No
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
2020-07-15
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
16

Preparer

Firm
Kho & Patel
Address
160 E Arrow Highway, San Dimas, CA 91773-3336
Preparer
Harold Diep CPA
Phone
9099711000
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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.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,436,867
Liabilities
$3,487,096
Net assets
$949,771
Revenue
$2,217,679
Expenses
$2,022,991
Net income
$194,688
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
2019Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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