Civic Intelligence

Surf Development Company Inc.

990 • Fiscal year 2018 • EIN 77-0201747

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 09, 2018

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

70th percentile

0.39x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

2.90x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

9.9%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$6,219,715

Down $85,159 (-1.4%) from 2017

Net Assets

Up

$3,807,004

Up $187,760 (+5.2%) from 2017

Liabilities

Down

$2,412,711

Down $272,919 (-10%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin80th percentile

Revenue

Up

$831,358

Up $74,733 (+9.9%) from 2017

Expenses

Up

$643,598

Up $113,532 (+21%) from 2017

Net Income

Down

$187,760

Down $38,799 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$6,219,715
Liabilities$2,412,711
Net Assets$3,807,004
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$831,358
Expenses$643,598
Net Income$187,760
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.2
Gross Receipts
$831,358
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$2,781,564$2,858,899▲ $77,335
Cash and Non-Interest-Bearing Accounts$2,146,073$2,178,095▲ $32,022
Other Notes and Loans Receivable, Net$1,222,297$1,147,035▼ $75,262
Intangible Assets$18,929$12,594▼ $6,335
Pledges and Grants Receivable$126,387$12,529▼ $113,858
Prepaid Expenses and Deferred Charges$8,660$9,862▲ $1,202
Accounts Receivable$339$349▲ $10
Savings and Temporary Cash Investments-$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$6,304,874$6,219,715▼ $85,159
Other Assets Total$625$352▼ $273
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,559,830$1,410,554▼ $149,276
Deferred Revenue$1,021,830$940,493▼ $81,337
Accounts Payable and Accrued Expenses$83,496$41,191▼ $42,305
Other Liabilities$20,474$20,473▼ $1
Total Liabilities$2,685,630$2,412,711▼ $272,919
Net Assets / Fund Balance
Unrestricted Net Assets$2,669,244$2,857,004▲ $187,760
Temporarily Rstr Net Assets$950,000$950,000→ $0
Total Net Assets Fund Balance$3,619,244$3,807,004▲ $187,760
Total Liabilities and Net Assets / Fund Balance$6,304,874$6,219,715▼ $85,159

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,825,325$995,478$2,820,803
Land$969,457-$969,457
Equipment$47,593$25,807$73,400
Other Land Buildings$5,229$30,284$35,513
Leasehold Improvements$11,295$5,133$16,428
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Raymond F DownPresident
Jack BoysenVice President
Bob JurgensenDirector
Larry HobbisiefkenDirector
Mark PaulDirector
Terry ZunigaDirector
Irene MeltonCFO
Robert P Havlicek JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$152,960
Program Service Revenue
$674,377
Investment Income
$4,021
Other Revenue
$0
All Other Contributions
$152,960
Change in Net Assets
$187,760
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$638,598
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$101,107$4,722-$105,829
Fees for Services Management$14,369$90,000-$104,369
Interest$58,188--$58,188
Other Expenses$27,469$51,429-$27,469
All Other Expenses$25,390$222-$25,612
Fees for Services Accounting-$13,900-$13,900
Insurance$4,187$8,016-$12,203
Grants to Domestic Orgs$5,000--$5,000
Fees for Services Legal$26$2,053-$2,079
Total Functional Expenses$268,333$375,265$0$643,598
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Irene Melton
Title
CFO
Signed
2018-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Irene Melton
Formed
1988
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Grigg Bratton & Brash PC
Address
4487 N Dresden Pl Ste 101, Boise, ID 83714
Preparer
Duane Brash
Phone
2083756490
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IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIP AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0204923
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt151429
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IRS990/OtherExpensesGrp/ProgramServicesAmt14571
IRS990/OtherExpensesGrp/ProgramServicesAmt227775
IRS990/OtherExpensesGrp/ProgramServicesAmt327469
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IRS990/OtherExpensesGrp/TotalAmt156000
IRS990/OtherExpensesGrp/TotalAmt227775
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01147035
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08660
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09862
IRS990/PrincipalOfficerNm0Irene Melton
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IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE
IRS990/ProgramServiceRevenueGrp/Desc1MISC. INCOME
IRS990/ProgramServiceRevenueGrp/Desc2OVERSIGHT FEES
IRS990/ProgramServiceRevenueGrp/Desc3RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0310685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1600
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3333092
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0310685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3333092
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IRS990/PYContributionsGrantsAmt0164580
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IRS990/PYGrantsAndSimilarPaidAmt018000
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IRS990/PYOtherExpensesAmt0512066
IRS990/PYProgramServiceRevenueAmt0590742
IRS990/PYRevenuesLessExpensesAmt0226559
IRS990/PYTotalExpensesAmt0530066
IRS990/PYTotalRevenueAmt0756625
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0187760
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0164580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030835
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0355875
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01303
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01303
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0355875
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0152960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0164580
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07500
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IRS990ScheduleA/Total509Grp/TotalAmt0355875
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0357178
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01825325
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0995478
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02820803
IRS990ScheduleD/EquipmentGrp/BookValueAmt047593
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025807
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt073400
IRS990ScheduleD/LandGrp/BookValueAmt0969457
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0969457
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011295
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05133
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt016428
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05229
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030284
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035513
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020473
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Tenants' Security Deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02858899
IRS990ScheduleD/TotalLiabilityAmt020473
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
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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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 Ste 104

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,219,715
Liabilities
$2,412,711
Net assets
$3,807,004
Revenue
$831,358
Expenses
$643,598
Net income
$187,760
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
2018Detailed filing. Detailed filing data is available for this year.$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