Civic Intelligence

Ocean View Manor Inc.

990 • Fiscal year 2021 • EIN 77-0146572

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 11, 2022

Organization Profilepshhc.org
1060 Kendall RoadSan Luis Obispo, CA 93401

(805) 781-3088

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

2.5%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,024,510

Up $73,561 (+2.5%) from 2020

Net Assets

Up

$3,024,510

Up $73,561 (+2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Down

$74,034

Down $250,591 (-77%) from 2020

Expenses

Down

$473

Down $149,829 (-100%) from 2020

Net Income

Down

$73,561

Down $100,762 (-58%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $1,226,809Liabilities 2012: $1,788,649Net Assets 2012: -$561,8402012Assets 2013: $1,214,247Liabilities 2013: $1,755,379Net Assets 2013: -$541,1322013Assets 2014: $1,171,555Liabilities 2014: $1,709,953Net Assets 2014: -$538,3982014Assets 2015: $1,148,535Liabilities 2015: $1,660,255Net Assets 2015: -$511,7202015Assets 2016: $2,983,366Liabilities 2016: $66,403Net Assets 2016: $2,916,9632016Assets 2017: $2,907,477Liabilities 2017: $1,511Net Assets 2017: $2,905,9662017Assets 2018: $2,903,591Liabilities 2018: $0Net Assets 2018: $2,903,5912018Assets 2019: $2,776,626Liabilities 2019: $0Net Assets 2019: $2,776,6262019Assets 2020: $2,950,949Liabilities 2020: $0Net Assets 2020: $2,950,9492020Assets 2021: $3,024,510Liabilities 2021: $0Net Assets 2021: $3,024,5102021Assets 2022: $3,060,576Liabilities 2022: $0Net Assets 2022: $3,060,5762022Assets 2023: $3,133,878Liabilities 2023: $0Net Assets 2023: $3,133,8782023Assets 2024: $3,092,904Liabilities 2024: $0Net Assets 2024: $3,092,9042024

Highlighted filing

2021

Assets$3,024,510
Liabilities$0
Net Assets$3,024,510
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $409,700Expenses 2012: $394,855Net Income 2012: $14,8452012Revenue 2013: $415,799Expenses 2013: $395,091Net Income 2013: $20,7082013Revenue 2014: $421,563Expenses 2014: $418,829Net Income 2014: $2,7342014Revenue 2015: $424,896Expenses 2015: $398,218Net Income 2015: $26,6782015Revenue 2016: $3,723,140Expenses 2016: $294,457Net Income 2016: $3,428,6832016Revenue 2017: $11Expenses 2017: $11,008Net Income 2017: -$10,9972017Revenue 2018: $36Expenses 2018: $2,411Net Income 2018: -$2,3752018Revenue 2019: $47Expenses 2019: $127,012Net Income 2019: -$126,9652019Revenue 2020: $324,625Expenses 2020: $150,302Net Income 2020: $174,3232020Revenue 2021: $74,034Expenses 2021: $473Net Income 2021: $73,5612021Revenue 2022: $76,116Expenses 2022: $40,050Net Income 2022: $36,0662022Revenue 2023: $73,802Expenses 2023: $500Net Income 2023: $73,3022023Revenue 2024: $74,076Expenses 2024: $115,050Net Income 2024: -$40,9742024

Highlighted filing

2021

Revenue$74,034
Expenses$473
Net Income$73,561
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 11, 2022
Return Version
2020v4.0
Gross Receipts
$74,034
Mission and Program Overview

Mission

Provide affordable housing and programs leading to self-sufficiency for low-income families, seniors, and other special needs groups on California's Central Coast.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$123,825$136,232▲ $12,407
Cash and Non-Interest-Bearing Accounts$4,304$3,831▼ $473
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,950,949$3,024,510▲ $73,561
Other Assets Total$2,822,820$2,884,447▲ $61,627
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,950,949$3,024,510▲ $73,561
Total Net Assets Fund Balance$2,950,949$3,024,510▲ $73,561
Total Liabilities and Net Assets / Fund Balance$2,950,949$3,024,510▲ $73,561

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Michelle HigginbothamChair
Kenneth TrigueiroPresident
Vito GioielloVice Chair
Dieter EckertDirector
Hazel DavalosDirector
Jose FloresDirector
Julissa PenaDirector
Karol SchulkinDirector
Kevin ClericiDirector
Nick TompkinsDirector
Paula JohnsonDirector
Robert PearsonDirector
Sonia KrothDirector
James ShammasAsst Secretary
Sheryl FloresAsst Secretary
Christi WareAsst Treasurer
Cindy MagliariAsst Treasurer
Yesenia BeasExecutive Direc
Annette SchlosserSecretary
Griffin MooreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$79
Other Revenue
$73,955
Change in Net Assets
$73,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$473
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$400-$400
Other Expenses-$-2-$-2
Total Functional Expenses$0$473$0$473
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 president and treasurer review the tax return before it is filed.”

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

“Available upon request”

Filing and Contact Details

Filer

Filer Name
Ocean View Manor Inc
EIN
77-0146572
Phone
8057813088
Address
1060 KENDALL ROAD, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Griffin Moore
Title
Treasurer
Signed
2022-01-11
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy CPA
Phone
8059252579
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt074034
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt079
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt079
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide affordable housing and programs leading to self-sufficiency for low-income families, seniors, and other special needs groups on California's Central Coast.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02950949
IRS990/NetAssetsOrFundBalancesEOYAmt03024510
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02950949
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03024510
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02822820
IRS990/OtherAssetsTotalGrp/EOYAmt02884447
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Filing fees
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-2
IRS990/OtherExpensesGrp/TotalAmt075
IRS990/OtherExpensesGrp/TotalAmt1-2
IRS990/OtherRevenueMiscGrp/Desc0Interest-Note Receivable
IRS990/OtherRevenueMiscGrp/ExclusionAmt073955
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt073955
IRS990/OtherRevenueTotalAmt073955
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0197
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0150302
IRS990/PYOtherRevenueAmt0324428
IRS990/PYRevenuesLessExpensesAmt0174323
IRS990/PYTotalExpensesAmt0150302
IRS990/PYTotalRevenueAmt0324625
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt073561
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123825
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0136232
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0370
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt073955
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0324428
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0398383
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.39350
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalSupportAmt0398753
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0129758
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12754688
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NOTE RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Rounding
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02884447
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The president and treasurer review the tax return before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02950949
IRS990/TotalAssetsEOYAmt03024510
IRS990/TotalAssetsGrp/BOYAmt02950949
IRS990/TotalAssetsGrp/EOYAmt03024510
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,024,510
Liabilities
$0
Net assets
$3,024,510
Revenue
$74,034
Expenses
$473
Net income
$73,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.07$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.07$0.00$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.08$0.04$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$0.07$0.00$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.32$0.15$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.00$0.13$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.07$2.92$3.72$0.29$3.43
2015Detailed filing. Detailed filing data is available for this year.$1.15$1.66$0.51$0.42$0.40$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.17$1.71$0.54$0.42$0.42$0.00
2013Summary only. Only limited summary data is available for this year.$1.21$1.76$0.54$0.42$0.40$0.02
2012Summary only. Only limited summary data is available for this year.$1.23$1.79$0.56$0.41$0.39$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits