Civic Intelligence

South Coast Foundation Inc.

990PF • Fiscal year 2015 • EIN 77-0177830

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
191 Mahonia CircleSacramento, CA 95835

(916) 832-4363

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$34,678

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

31st percentile

-2.9%

Faster asset growth than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-13%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,790,394

Down $54,275 (-2.9%) from 2014

Net Assets

Down

$1,790,394

Down $54,275 (-2.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin14th percentile

Revenue

Down

$161,796

Down $23,740 (-13%) from 2014

Expenses

Up

$216,071

Up $90,848 (+73%) from 2014

Net Income

Down

-$54,275

Down $114,588 (-190%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,744,488Liabilities 2011: $02011Assets 2012: $1,664,707Liabilities 2012: $02012Assets 2013: $1,784,356Liabilities 2013: $02013Assets 2014: $1,844,669Liabilities 2014: $0Net Assets 2014: $1,844,6692014Assets 2015: $1,790,394Liabilities 2015: $0Net Assets 2015: $1,790,3942015Assets 2016: $1,819,922Liabilities 2016: $0Net Assets 2016: $1,819,9222016Assets 2017: $1,765,373Liabilities 2017: $1,588Net Assets 2017: $1,763,7852017Assets 2018: $1,767,214Liabilities 2018: $332Net Assets 2018: $1,766,8822018Assets 2019: $1,695,234Liabilities 2019: $387Net Assets 2019: $1,694,8472019Assets 2020: $1,737,890Liabilities 2020: $332Net Assets 2020: $1,737,5582020Assets 2021: $1,659,136Liabilities 2021: $357Net Assets 2021: $1,658,7792021Assets 2022: $1,639,199Liabilities 2022: $357Net Assets 2022: $1,638,8422022Assets 2023: $1,597,227Liabilities 2023: $357Net Assets 2023: $1,596,8702023Assets 2024: $1,494,463Liabilities 2024: $382Net Assets 2024: $1,494,0812024

Highlighted filing

2015

Assets$1,790,394
Liabilities$0
Net Assets$1,790,394
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $41,721Expenses 2011: $120,466Net Income 2011: -$78,7452011Revenue 2012: $39,117Expenses 2012: $118,898Net Income 2012: -$79,7812012Revenue 2013: $255,344Expenses 2013: $135,695Net Income 2013: $119,6492013Revenue 2014: $185,536Expenses 2014: $125,223Net Income 2014: $60,3132014Revenue 2015: $161,796Expenses 2015: $216,071Net Income 2015: -$54,2752015Revenue 2016: $132,800Expenses 2016: $103,272Net Income 2016: $29,5282016Revenue 2017: $76,552Expenses 2017: $132,689Net Income 2017: -$56,1372017Revenue 2018: $160,155Expenses 2018: $157,058Net Income 2018: $3,0972018Revenue 2019: $77,673Expenses 2019: $149,708Net Income 2019: -$72,0352019Revenue 2020: $194,340Expenses 2020: $151,629Net Income 2020: $42,7112020Revenue 2021: $75,346Expenses 2021: $154,125Net Income 2021: -$78,7792021Revenue 2022: $137,703Expenses 2022: $157,640Net Income 2022: -$19,9372022Revenue 2023: $114,812Expenses 2023: $156,784Net Income 2023: -$41,9722023Revenue 2024: $50,810Expenses 2024: $153,599Net Income 2024: -$102,7892024

Highlighted filing

2015

Revenue$161,796
Expenses$216,071
Net Income-$54,275
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN COOKPresidentPT$34,678-$34,678
ESERICK WATKINSVice Preside-$9,360-$9,360
JASON HEBELSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
South Coast Foundation Inc
EIN
77-0177830
Phone
9168324363
Address
191 MAHONIA CIRCLE, SACRAMENTO, CA 95835

Signing Officer

Name
Kathleen Cook
Title
President
Phone
9168324363
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Clark & Cassidy Inc
Address
312 E BRANCH ST, ARROYO GRANDE, CA 93420
Preparer
Karen L Cassidy CPA
Phone
8054814997
Raw XML Appendix348 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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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATHLEEN COOK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0191 MAHONIA CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SACRAMENTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095835
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09168324363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SOUTHCOASTFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt061000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt260316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAPHUMELELE CHILDREN'S HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOLA NANI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WOZA MOYA PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Z118 DABULA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19 DRAKE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2IXOPO STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0KHAYELITSHA 7784
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1OBSERVATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2KWA ZULU-NATAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTERN CAPE SO AFR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAPE TOWN SO AFR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295835
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0126316
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt097824
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt063420
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097824
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022609
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022609
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0183853
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022609
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022609
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt063420
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BUSINESS GIFTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3CONSULTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE EXPENSE & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1745
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt214673
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31212
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0212
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2399
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34317
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41212
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0212
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt418990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52424
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENBRIDGE ENERGY L.P.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-819
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011230
TaxesSchedule/TaxesDetail/Amt0310
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2949
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX W/HELD
TaxesSchedule/TaxesDetail/CategoryTxt1CALIF EXEMPT ORG TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EST TAX PMTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0310
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09168324363
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH COAST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0770177830
ReturnHeader/Filer/PhoneNum09168324363
ReturnHeader/Filer/USAddress/AddressLine1Txt0191 MAHONIA CIRCLE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095835
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464215183
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK & CASSIDY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 E BRANCH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARROYO GRANDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093420
ReturnHeader/PreparerPersonGrp/PhoneNum08054814997
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L CASSIDY CPA
ReturnHeader/ReturnTs02016-05-16T12:46:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,790,394
Liabilities
$0
Net assets
$1,790,394
Revenue
$161,796
Expenses
$216,071
Net income
-$54,275
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.05$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.14$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.19$0.15$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.69$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.16$0.16$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.76$0.08$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.13$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.16$0.22$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.19$0.13$0.06
2013Summary only. Only limited summary data is available for this year.$1.78$0.00$0.26$0.14$0.12
2012Summary only. Only limited summary data is available for this year.$1.66$0.00$0.04$0.12$0.08
2011Summary only. Only limited summary data is available for this year.$1.74$0.00$0.04$0.12$0.08