Civic Intelligence

South Coast Foundation Inc.

990PF • Fiscal year 2020 • EIN 77-0177830

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 29, 2021

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$38,839

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

2.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

150%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,737,890

Up $42,656 (+2.5%) from 2019

Net Assets

Up

$1,737,558

Up $42,711 (+2.5%) from 2019

Liabilities

Down

$332

Down $55 (-14%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin73rd percentile

Revenue

Up

$194,340

Up $116,667 (+150%) from 2019

Expenses

Up

$151,629

Up $1,921 (+1.3%) from 2019

Net Income

Up

$42,711

Up $114,746 (+159%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$1,737,890
Liabilities$332
Net Assets$1,737,558
Open 2020 Filing

Operations Trend

Revenue Growth94th 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

2020

Revenue$194,340
Expenses$151,629
Net Income$42,711
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN COOKPresidentPT$38,839-$38,839
ESERICK WATKINSVice Preside-$10,483-$10,483
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
2021-06-29

Preparer

Firm
Clark & Cassidy Inc
Address
312 E BRANCH ST, ARROYO GRANDE, CA 93420
Preparer
Karen L Cassidy CPA
Phone
8054814997
Raw XML Appendix319 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/RecipientUSAddress/AddressLine1Txt5KWANZIMAKWE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0KWA ZULU-NATAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1EASTERN CAPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2WESTDENE BLOEMFONTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3PORT SHEPSTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4OBSERVATORY CAPE TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt5KWA ZULU NATAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SOUTH AFRICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595835
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062720
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/AppliedToCurrentYearAmt0105342
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08428
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036980
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08428
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120389
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015047
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021933
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013026
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11201
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21309
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3405
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0489
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14342
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3437
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0489
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117368
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21601
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31746
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4540
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0387
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0WITHHELD PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0332
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012047
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0CALIF EXEMPT ORG TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt035
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09168324363
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
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/PreparationDt02021-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L CASSIDY CPA
ReturnHeader/ReturnTs02021-07-09T16:04:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,737,890
Liabilities
$332
Net assets
$1,737,558
Revenue
$194,340
Expenses
$151,629
Net income
$42,711
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