Civic Intelligence

South Coast Foundation Inc.

990PF • Fiscal year 2022 • EIN 77-0177830

Jan 01, 2022 to Dec 31, 2022 • Filed on May 26, 2023

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

33rd percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$38,925

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

46th percentile

-1.2%

Faster asset growth than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

83%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,639,199

Down $19,937 (-1.2%) from 2021

Net Assets

Down

$1,638,842

Down $19,937 (-1.2%) from 2021

Liabilities

Flat

$357

Flat from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin23rd percentile

Revenue

Up

$137,703

Up $62,357 (+83%) from 2021

Expenses

Up

$157,640

Up $3,515 (+2.3%) from 2021

Net Income

Up

-$19,937

Up $58,842 (+75%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$1,639,199
Liabilities$357
Net Assets$1,638,842
Open 2022 Filing

Operations Trend

Revenue Growth88th 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

2022

Revenue$137,703
Expenses$157,640
Net Income-$19,937
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN COOKPresidentPT$38,925-$38,925
ESERICK WATKINSSecretary/Tr-$10,506-$10,506
JASON KRAMERVice Preside-$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
2023-05-26
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/RecipientUSAddress/AddressLine1Txt252 KELLNER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ORIBI PLAZA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2WESTDENE BLOEMFONTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt3PORT SHEPSTONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt4KWA 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/StateAbbreviationCd0CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095835
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495835
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060790
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/AppliedToCurrentYearAmt0116249
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01555
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037152
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013505
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01555
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123294
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07045
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037152
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030107
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0632
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0632
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4NON DEDUCTIBLE PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5OFFICE EXPENSE & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0340
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt113777
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3711
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41153
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04592
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1237
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt118369
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51538
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0357
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0WITHHELD PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0357
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt0737
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0LOAN RECEIVABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014523
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014523
TaxesSchedule/TaxesDetail/Amt0991
TaxesSchedule/TaxesDetail/Amt1249
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX W/HELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX DUE WITH RETURN
TaxesSchedule/TaxesDetail/CategoryTxt2CALIF EXEMPT ORG TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0991
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09168324363
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-26
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN L CASSIDY CPA
ReturnHeader/ReturnTs02023-06-12T13:03:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,639,199
Liabilities
$357
Net assets
$1,638,842
Revenue
$137,703
Expenses
$157,640
Net income
-$19,937
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