Civic Intelligence

South Coast Foundation Inc.

990PF • Fiscal year 2016 • EIN 77-0177830

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 08, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$34,678

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

54th percentile

1.6%

Faster asset growth than 54% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-18%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,819,922

Up $29,528 (+1.6%) from 2015

Net Assets

Up

$1,819,922

Up $29,528 (+1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin80th percentile

Revenue

Down

$132,800

Down $28,996 (-18%) from 2015

Expenses

Down

$103,272

Down $112,799 (-52%) from 2015

Net Income

Up

$29,528

Up $83,803 (+154%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2016

Assets$1,819,922
Liabilities$0
Net Assets$1,819,922
Open 2016 Filing

Operations Trend

Revenue Growth21st 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

2016

Revenue$132,800
Expenses$103,272
Net Income$29,528
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN COOKPresident-$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
2017-06-08
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 Appendix333 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221050
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOLA NANI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1 NWAMITWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19 DRAKE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2IXOPO STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH AFRICA
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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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt022284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022284
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0325
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt071363
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0325
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022609
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BUSINESS GIFTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BUSINESS MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE EXPENSE & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0212
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt112175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt270
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3225
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4277
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1213
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt34058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4226
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt316233
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt470
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5451
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6555
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENBRIDGE ENERGY L.P.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-860
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-860
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05589
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05589
TaxesSchedule/TaxesDetail/Amt0345
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2964
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX W/HELD
TaxesSchedule/TaxesDetail/CategoryTxt1CALIF EXEMPT ORG TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EST TAX PMTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0345
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09168324363
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBA9BAF8579A2B6F26581B6363D01E887AF0BE53
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DBA9BAF8579A2B6F26581B6363D01E887AF0BE53
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/PreparationDt02017-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L CASSIDY CPA
ReturnHeader/ReturnTs02017-06-19T16:39:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,819,922
Liabilities
$0
Net assets
$1,819,922
Revenue
$132,800
Expenses
$103,272
Net income
$29,528
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