Civic Intelligence

Surf Development Company Inc.

990 • Fiscal year 2015 • EIN 77-0201747

Jul 01, 2014 to Jun 30, 2015 • Filed on Dec 17, 2015

Organization ProfileN/A

View Organization Page

PO Box 2146Lompoc, CA 93438

(805) 736-3423

Siviq Scores

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

Liabilities / Assets

75th percentile

0.51x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

4.31x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

27th percentile

-3.4%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

5.8%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$5,306,608

Down $185,526 (-3.4%) from 2014

Net Assets

Up

$2,584,016

Up $270,707 (+12%) from 2014

Liabilities

Down

$2,722,592

Down $456,233 (-14%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin89th percentile

Revenue

Up

$631,803

Up $34,786 (+5.8%) from 2014

Expenses

Up

$361,096

Up $28,611 (+8.6%) from 2014

Net Income

Up

$270,707

Up $6,175 (+2.3%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,095,461Liabilities 2011: $1,792,942Net Assets 2011: $1,302,5192011Assets 2012: $4,113,876Liabilities 2012: $2,306,745Net Assets 2012: $1,807,1312012Assets 2013: $4,926,522Liabilities 2013: $2,877,745Net Assets 2013: $2,048,7772013Assets 2014: $5,492,134Liabilities 2014: $3,178,825Net Assets 2014: $2,313,3092014Assets 2015: $5,306,608Liabilities 2015: $2,722,592Net Assets 2015: $2,584,0162015Assets 2016: $5,450,157Liabilities 2016: $2,067,597Net Assets 2016: $3,382,5602016Assets 2017: $6,304,874Liabilities 2017: $2,685,630Net Assets 2017: $3,619,2442017Assets 2018: $6,219,715Liabilities 2018: $2,412,711Net Assets 2018: $3,807,0042018Assets 2019: $6,201,057Liabilities 2019: $2,459,050Net Assets 2019: $3,742,0072019Assets 2020: $6,671,409Liabilities 2020: $3,038,667Net Assets 2020: $3,632,7422020Assets 2021: $6,643,555Liabilities 2021: $2,919,402Net Assets 2021: $3,724,1532021Assets 2022: $7,543,447Liabilities 2022: $4,143,033Net Assets 2022: $3,400,4142022Assets 2023: $9,092,440Liabilities 2023: $4,797,803Net Assets 2023: $4,294,6372023Assets 2024: $10,961,430Liabilities 2024: $6,016,900Net Assets 2024: $4,944,5302024

Highlighted filing

2015

Assets$5,306,608
Liabilities$2,722,592
Net Assets$2,584,016
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $243,527Expenses 2011: $262,738Net Income 2011: -$19,2112011Revenue 2012: $778,728Expenses 2012: $274,116Net Income 2012: $504,6122012Revenue 2013: $593,017Expenses 2013: $351,371Net Income 2013: $241,6462013Revenue 2014: $597,017Expenses 2014: $332,485Net Income 2014: $264,5322014Revenue 2015: $631,803Expenses 2015: $361,096Net Income 2015: $270,7072015Revenue 2016: $1,135,686Expenses 2016: $337,142Net Income 2016: $798,5442016Revenue 2017: $756,625Expenses 2017: $530,066Net Income 2017: $226,5592017Revenue 2018: $831,358Expenses 2018: $643,598Net Income 2018: $187,7602018Revenue 2019: $767,790Expenses 2019: $832,787Net Income 2019: -$64,9972019Revenue 2020: $913,568Expenses 2020: $1,022,833Net Income 2020: -$109,2652020Revenue 2021: $1,478,920Expenses 2021: $1,387,509Net Income 2021: $91,4112021Revenue 2022: $1,068,431Expenses 2022: $1,392,170Net Income 2022: -$323,7392022Revenue 2023: $2,532,281Expenses 2023: $1,638,058Net Income 2023: $894,2232023Revenue 2024: $2,535,448Expenses 2024: $1,885,555Net Income 2024: $649,8932024

Highlighted filing

2015

Revenue$631,803
Expenses$361,096
Net Income$270,707
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Dec 17, 2015
Return Version
2014v5.0
Gross Receipts
$631,803
Mission and Program Overview

Mission

Provide housing for low income, individuals, families, elderly, and disable persons.

Provide housing for low income, elderly, and handicapped people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,146,681$3,036,692▼ $109,989
Accounts Receivable$1,389,640$1,078,495▼ $311,145
Cash and Non-Interest-Bearing Accounts$701,029$938,210▲ $237,181
Savings and Temporary Cash Investments$225,017$225,242▲ $225
Intangible Assets$23,987$22,299▼ $1,688
Prepaid Expenses and Deferred Charges$4,594$4,664▲ $70
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-
Inventories for Sale or Use-$0-
Total Assets$5,492,134$5,306,608▼ $185,526
Other Assets Total$1,186$1,006▼ $180
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,899,445$1,748,811▼ $150,634
Deferred Revenue$1,245,933$941,728▼ $304,205
Other Liabilities$20,273$20,273→ $0
Accounts Payable and Accrued Expenses$13,174$11,780▼ $1,394
Total Liabilities$3,178,825$2,722,592▼ $456,233
Net Assets / Fund Balance
Unrestricted Net Assets$1,363,309$1,634,016▲ $270,707
Temporarily Rstr Net Assets$950,000$950,000→ $0
Total Net Assets Fund Balance$2,313,309$2,584,016▲ $270,707
Total Liabilities and Net Assets / Fund Balance$5,492,134$5,306,608▼ $185,526

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,127,518$693,285$2,820,803
Land$839,922-$839,922
Leasehold Improvements$53,669$10,414$64,083
Other Land Buildings$15,583$14,701$30,284
Equipment-$25,000$25,000
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Raymond F DownPresident
Joyce HowertonVice President
Bob JurgensenDirector
Jack BoysenDirector
Irene MeltonCFO
Robert P Havlicek JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$30,835
Program Service Revenue
$599,586
Investment Income
$1,382
Other Revenue
$0
All Other Contributions
$30,835
Change in Net Assets
$270,707

Audited Revenue Reconciliation

Revenue per Audited Statements
$631,803
Total Revenue per Audited Statements
$631,803
Total Revenue per Form 990
$631,803
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,514
Grants and Similar Amounts Paid$50,582
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$107,403$4,274-$111,677
Interest$74,765--$74,765
Grants to Domestic Orgs$50,582--$50,582
Fees for Services Management$12,091$30,000-$42,091
Insurance$4,899$1,871-$6,770
Fees for Services Accounting-$6,100-$6,100
Office Expenses$3,284$2,186-$5,470
Other Expenses$2,106$85-$2,191
Fees for Services Legal-$1,166-$1,166
Total Functional Expenses$315,342$45,754$0$361,096

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$361,096
Total Expenses per Audited Statements$361,096
Total Expenses per Form 990$361,096
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenants' Security Deposits$20,273
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
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

“A draft copy of the tax return was reviewed by the cfo, discussed with the board of directors, and appropriate changes made. The final tax return was then prepared and approved for filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers and directors are required to disclose any interest that could give rise to conflicts as described by our conflict of interest policy. At least annually, the board and officers discuss any potential conflicts of interest and record in the minutes of the board meeting. To date, there have been no conflicts of interest to note.”

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

“Any member of the public who would like to obtain surf development company's governing documents, conflict of interest policy, and financial statements may request them in writing.”

Filing and Contact Details

Filer

Filer Name
Surf Development Company Inc
EIN
77-0201747
Phone
8057363423
Address
PO BOX 2146, LOMPOC, CA 93438

Signing Officer

Name
Robert P Havlicek Jr
Title
CEO
Signed
2015-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert P Havlicek Jr
Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Grigg Ritter & Brash PC
Address
4487 N Dresden Pl Ste 101, Boise, ID 83714
Preparer
Duane Brash
Phone
2083756490
Raw XML AppendixShowing 400 of 476 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013174
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011780
IRS990/AccountsReceivableGrp/BOYAmt01389640
IRS990/AccountsReceivableGrp/EOYAmt01078495
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING FOR LOW INCOME, ELDERLY, AND HANDICAPPED PEOPLE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt030835
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ROBERT HAVLICEK
IRS990/BooksInCareOfDetail/PhoneNum08057363423
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0815 W OCEAN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOMPOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093436
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0701029
IRS990/CashNonInterestBearingGrp/EOYAmt0938210
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt030835
IRS990/CYGrantsAndSimilarPaidAmt050582
IRS990/CYInvestmentIncomeAmt01382
IRS990/CYOtherExpensesAmt0310514
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0599586
IRS990/CYRevenuesLessExpensesAmt0270707
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0361096
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0631803
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01245933
IRS990/DeferredRevenueGrp/EOYAmt0941728
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04274
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0107403
IRS990/DepreciationDepletionGrp/TotalAmt0111677
IRS990/Desc0PROVIDE HOUSING FOR LOW INCOME FAMILIES AND ELDERLY AND HANDICAPPED PERSONS WHO CANNOT AFFORD DECENT, SAFE, AND SANITARY HOUSING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0315342
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06100
IRS990/FeesForServicesAccountingGrp/TotalAmt06100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01166
IRS990/FeesForServicesLegalGrp/TotalAmt01166
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt030000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt012091
IRS990/FeesForServicesManagementGrp/TotalAmt042091
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0RAYMOND F DOWN
IRS990/Form990PartVIISectionAGrp/PersonNm1Bob Jurgensen
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT P HAVLICEK JR
IRS990/Form990PartVIISectionAGrp/PersonNm3Jack Boysen
IRS990/Form990PartVIISectionAGrp/PersonNm4Irene Melton
IRS990/Form990PartVIISectionAGrp/PersonNm5JOYCE HOWERTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050582
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050582
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0631803
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01871
IRS990/InsuranceGrp/ProgramServicesAmt04899
IRS990/InsuranceGrp/TotalAmt06770
IRS990/IntangibleAssetsGrp/BOYAmt023987
IRS990/IntangibleAssetsGrp/EOYAmt022299
IRS990/InterestGrp/ProgramServicesAmt074765
IRS990/InterestGrp/TotalAmt074765
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01382
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01382
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0743400
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03146681
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03036692
IRS990/LandBldgEquipCostOrOtherBssAmt03780092
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE HOUSING FOR LOW INCOME, ELDERLY, AND HANDICAPPED PEOPLE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01899445
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01748811
IRS990/NetAssetsOrFundBalancesBOYAmt02313309
IRS990/NetAssetsOrFundBalancesEOYAmt02584016
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02186
IRS990/OfficeExpensesGrp/ProgramServicesAmt03284
IRS990/OfficeExpensesGrp/TotalAmt05470
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01186
IRS990/OtherAssetsTotalGrp/EOYAmt01006
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP AND FEES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2MAINTENANCE AND OPERATIONS
IRS990/OtherExpensesGrp/Desc3PROPERTY TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt185
IRS990/OtherExpensesGrp/ProgramServicesAmt025827
IRS990/OtherExpensesGrp/ProgramServicesAmt123701
IRS990/OtherExpensesGrp/ProgramServicesAmt210684
IRS990/OtherExpensesGrp/ProgramServicesAmt32106
IRS990/OtherExpensesGrp/TotalAmt025899
IRS990/OtherExpensesGrp/TotalAmt123701
IRS990/OtherExpensesGrp/TotalAmt210684
IRS990/OtherExpensesGrp/TotalAmt32191
IRS990/OtherLiabilitiesGrp/BOYAmt020273
IRS990/OtherLiabilitiesGrp/EOYAmt020273
IRS990/OtherRevenueTotalAmt00
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/BOYAmt04594
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04664
IRS990/PrincipalOfficerNm0ROBERT P HAVLICEK JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1OVERSIGHT FEES
IRS990/ProgramServiceRevenueGrp/Desc2RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0281553
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt130000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2288033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0281553
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt130000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2288033
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01161
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0332485
IRS990/PYProgramServiceRevenueAmt0595856
IRS990/PYRevenuesLessExpensesAmt0264532
IRS990/PYTotalExpensesAmt0332485
IRS990/PYTotalRevenueAmt0597017
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0270707
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0225017
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225242
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0377713
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0408548
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01367
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0401015
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0242160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0643175
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01367
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01367
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01051723
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0778728
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0242160
IRS990ScheduleA/Total509Grp/TotalAmt01051723
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030835
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0778728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0243527
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01053090
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02127518
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0693285
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02820803
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/ExpensesSubtotalAmt0361096
IRS990ScheduleD/LandGrp/BookValueAmt0839922
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0839922
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt053669
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010414
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt064083
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015583
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014701
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030284
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020273
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenants' Security Deposits
IRS990ScheduleD/RevenueSubtotalAmt0631803
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03036692
IRS990ScheduleD/TotalExpensesPerForm990Amt0361096
IRS990ScheduleD/TotalLiabilityAmt020273
IRS990ScheduleD/TotalRevenuePerForm990Amt0631803
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0631803
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0361096
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE TAX RETURN WAS REVIEWED BY THE CFO, DISCUSSED WITH THE BOARD OF DIRECTORS, AND APPROPRIATE CHANGES MADE. THE FINAL TAX RETURN WAS THEN PREPARED AND APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS AS DESCRIBED BY OUR CONFLICT OF INTEREST POLICY. AT LEAST ANNUALLY, THE BOARD AND OFFICERS DISCUSS ANY POTENTIAL CONFLICTS OF INTEREST AND RECORD IN THE MINUTES OF THE BOARD MEETING. TO DATE, THERE HAVE BEEN NO CONFLICTS OF INTEREST TO NOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY MEMBER OF THE PUBLIC WHO WOULD LIKE TO OBTAIN SURF DEVELOPMENT COMPANY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY REQUEST THEM IN WRITING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0510620984
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1364689579
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Solar Facilities
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SURF AFFORDABLE HOUSING ENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Surf Solar Company Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0815 W Ocean Ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1597 Avenue of Flags Suite 104
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LOMPOC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Buellton
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd093436
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd193427
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,306,608
Liabilities
$2,722,592
Net assets
$2,584,016
Revenue
$631,803
Expenses
$361,096
Net income
$270,707
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$6.02$4.94$2.54$1.89$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$4.80$4.29$2.53$1.64$0.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$4.14$3.40$1.07$1.39$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.64$2.92$3.72$1.48$1.39$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$3.04$3.63$0.91$1.02$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$2.46$3.74$0.77$0.83$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.22$2.41$3.81$0.83$0.64$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.30$2.69$3.62$0.76$0.53$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$2.07$3.38$1.14$0.34$0.80
2015Detailed filing. Detailed filing data is available for this year.$5.31$2.72$2.58$0.63$0.36$0.27
2014Detailed filing. Detailed filing data is available for this year.$5.49$3.18$2.31$0.60$0.33$0.26
2013Summary only. Only limited summary data is available for this year.$4.93$2.88$2.05$0.59$0.35$0.24
2012Summary only. Only limited summary data is available for this year.$4.11$2.31$1.81$0.78$0.27$0.50
2011Summary only. Only limited summary data is available for this year.$3.10$1.79$1.30$0.24$0.26$0.02