Civic Intelligence

Surf Development Company Inc.

990 • Fiscal year 2017 • EIN 77-0201747

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

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

71st percentile

0.43x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

3.55x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-33%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$6,304,874

Up $854,717 (+16%) from 2016

Net Assets

Up

$3,619,244

Up $236,684 (+7.0%) from 2016

Liabilities

Up

$2,685,630

Up $618,033 (+30%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin84th percentile

Revenue

Down

$756,625

Down $379,061 (-33%) from 2016

Expenses

Up

$530,066

Up $192,924 (+57%) from 2016

Net Income

Down

$226,559

Down $571,985 (-72%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$6,304,874
Liabilities$2,685,630
Net Assets$3,619,244
Open 2017 Filing

Operations Trend

Revenue Growth7th 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

2017

Revenue$756,625
Expenses$530,066
Net Income$226,559
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$756,625
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$2,926,702$2,781,564▼ $145,138
Cash and Non-Interest-Bearing Accounts$1,451,903$2,146,073▲ $694,170
Other Notes and Loans Receivable, Net$90,000$1,222,297▲ $1,132,297
Savings and Temporary Cash Investments$225,467$0▼ $225,467
Pledges and Grants Receivable-$126,387-
Intangible Assets$20,614$18,929▼ $1,685
Prepaid Expenses and Deferred Charges$8,491$8,660▲ $169
Accounts Receivable$725,804$339▼ $725,465
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$5,450,157$6,304,874▲ $854,717
Other Assets Total$1,176$625▼ $551
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,607,228$1,559,830▼ $47,398
Deferred Revenue$428,224$1,021,830▲ $593,606
Accounts Payable and Accrued Expenses$11,872$83,496▲ $71,624
Other Liabilities$20,273$20,474▲ $201
Total Liabilities$2,067,597$2,685,630▲ $618,033
Net Assets / Fund Balance
Unrestricted Net Assets$2,432,560$2,669,244▲ $236,684
Temporarily Rstr Net Assets$950,000$950,000→ $0
Total Net Assets Fund Balance$3,382,560$3,619,244▲ $236,684
Total Liabilities and Net Assets / Fund Balance$5,450,157$6,304,874▲ $854,717

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,926,057$894,747$2,820,804
Land$839,922-$839,922
Other Land Buildings$3,469$26,815$30,284
Equipment-$25,000$25,000
Leasehold Improvements$12,116$4,312$16,428
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$164,580
Program Service Revenue
$590,742
Investment Income
$1,303
Other Revenue
$0
All Other Contributions
$164,580
Change in Net Assets
$226,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$756,625
Total Revenue per Audited Statements
$756,625
Total Revenue per Form 990
$756,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$512,066
Grants and Similar Amounts Paid$18,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$103,335$4,274-$107,609
Interest$63,318--$63,318
Fees for Services Management$13,321$45,000-$58,321
Other Expenses$25,899$156,670-$25,899
All Other Expenses$5,874$13,637-$19,511
Grants to Domestic Orgs$18,000--$18,000
Insurance$4,223$7,032-$11,255
Fees for Services Accounting-$6,200-$6,200
Fees for Services Legal$221--$221
Total Functional Expenses$297,253$232,813$0$530,066

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$530,066
Total Expenses per Audited Statements$530,066
Total Expenses per Form 990$530,066
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$20,473
Rounding$1
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
Secretary
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Grigg Bratton & Brash PC
Address
4487 N Dresden Pl Ste 101, Boise, ID 83714
Preparer
Duane Brash
Phone
2083756490
Raw XML AppendixShowing 400 of 481 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/BOYAmt011872
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt083496
IRS990/AccountsReceivableGrp/BOYAmt0725804
IRS990/AccountsReceivableGrp/EOYAmt0339
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING FOR LOW INCOME, ELDERLY, AND HANDICAPPED PEOPLE.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0164580
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013637
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05874
IRS990/AllOtherExpensesGrp/TotalAmt019511
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0IRENE MELTON
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/BOYAmt01451903
IRS990/CashNonInterestBearingGrp/EOYAmt02146073
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/CYContributionsGrantsAmt0164580
IRS990/CYGrantsAndSimilarPaidAmt018000
IRS990/CYInvestmentIncomeAmt01303
IRS990/CYOtherExpensesAmt0512066
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0590742
IRS990/CYRevenuesLessExpensesAmt0226559
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0530066
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0756625
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0428224
IRS990/DeferredRevenueGrp/EOYAmt01021830
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04274
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0103335
IRS990/DepreciationDepletionGrp/TotalAmt0107609
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/ExpenseAmt0297253
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06200
IRS990/FeesForServicesAccountingGrp/TotalAmt06200
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0221
IRS990/FeesForServicesLegalGrp/TotalAmt0221
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt045000
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt013321
IRS990/FeesForServicesManagementGrp/TotalAmt058321
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/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0RAYMOND F DOWN
IRS990/Form990PartVIISectionAGrp/PersonNm1Bob Jurgensen
IRS990/Form990PartVIISectionAGrp/PersonNm2Mark Paul
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT P HAVLICEK JR
IRS990/Form990PartVIISectionAGrp/PersonNm4Jack Boysen
IRS990/Form990PartVIISectionAGrp/PersonNm5Irene Melton
IRS990/Form990PartVIISectionAGrp/PersonNm6JOYCE HOWERTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt018000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt018000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0756625
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt07032
IRS990/InsuranceGrp/ProgramServicesAmt04223
IRS990/InsuranceGrp/TotalAmt011255
IRS990/IntangibleAssetsGrp/BOYAmt020614
IRS990/IntangibleAssetsGrp/EOYAmt018929
IRS990/InterestGrp/ProgramServicesAmt063318
IRS990/InterestGrp/TotalAmt063318
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01303
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01303
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0950874
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02926702
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02781564
IRS990/LandBldgEquipCostOrOtherBssAmt03732438
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/BOYAmt01607228
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01559830
IRS990/NetAssetsOrFundBalancesBOYAmt03382560
IRS990/NetAssetsOrFundBalancesEOYAmt03619244
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01176
IRS990/OtherAssetsTotalGrp/EOYAmt0625
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Other - Non-Operating
IRS990/OtherExpensesGrp/Desc1MAINTENANCE AND OPERATIONS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0156670
IRS990/OtherExpensesGrp/ProgramServicesAmt034875
IRS990/OtherExpensesGrp/ProgramServicesAmt128187
IRS990/OtherExpensesGrp/ProgramServicesAmt225899
IRS990/OtherExpensesGrp/TotalAmt0156670
IRS990/OtherExpensesGrp/TotalAmt134875
IRS990/OtherExpensesGrp/TotalAmt228187
IRS990/OtherExpensesGrp/TotalAmt325899
IRS990/OtherLiabilitiesGrp/BOYAmt020273
IRS990/OtherLiabilitiesGrp/EOYAmt020474
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt090000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01222297
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0126387
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08491
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08660
IRS990/PriorPeriodAdjustmentsAmt010125
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1MISC. INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OVERSIGHT FEES
IRS990/ProgramServiceRevenueGrp/Desc3RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0192180
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt164212
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3304350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0192180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt164212
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3304350
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01735
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0337142
IRS990/PYProgramServiceRevenueAmt01126451
IRS990/PYRevenuesLessExpensesAmt0798544
IRS990/PYTotalExpensesAmt0337142
IRS990/PYTotalRevenueAmt01135686
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0226559
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0225467
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0164580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0202915
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01303
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01303
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0202915
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0164580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030835
IRS990ScheduleA/Total509Grp/TotalAmt0202915
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030835
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204218
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01926057
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0894747
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02820804
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025000
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025000
IRS990ScheduleD/ExpensesSubtotalAmt0530066
IRS990ScheduleD/LandGrp/BookValueAmt0839922
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0839922
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt012116
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04312
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016428
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03469
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt026815
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt030284
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120473
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Tenants' Security Deposits
IRS990ScheduleD/RevenueSubtotalAmt0756625
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02781564
IRS990ScheduleD/TotalExpensesPerForm990Amt0530066
IRS990ScheduleD/TotalLiabilityAmt020474
IRS990ScheduleD/TotalRevenuePerForm990Amt0756625
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0756625
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0530066
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 AVENUE
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,304,874
Liabilities
$2,685,630
Net assets
$3,619,244
Revenue
$756,625
Expenses
$530,066
Net income
$226,559
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
2017Detailed filing. Detailed filing data is available for this year.$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