Civic Intelligence

South Bay Improvement Association

990 • Fiscal year 2016 • EIN 77-0210296

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 03, 2016

Organization ProfileN/A
3533 Empleo StreetSan Luis Obispo, CA 93401

(805) 781-3088

Siviq Scores

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

Liabilities / Assets

88th percentile

0.85x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

94th percentile

5.14x

Higher debt load relative to revenue than 94% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

56th percentile

4.0%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

92nd percentile

43%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

23%

Faster revenue growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$6,455,915

Up $1,942,557 (+43%) from 2015

Net Assets

Up

$956,243

Up $42,506 (+4.7%) from 2015

Liabilities

Up

$5,499,672

Up $1,900,051 (+53%) from 2015

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin56th percentile

Revenue

Up

$1,070,190

Up $198,375 (+23%) from 2015

Expenses

Up

$1,027,684

Up $211,180 (+26%) from 2015

Net Income

Down

$42,506

Down $12,805 (-23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,621,719Liabilities 2011: $3,717,544Net Assets 2011: $904,1752011Assets 2012: $4,594,698Liabilities 2012: $3,703,812Net Assets 2012: $890,8862012Assets 2013: $4,579,426Liabilities 2013: $3,674,368Net Assets 2013: $905,0582013Assets 2014: $4,508,708Liabilities 2014: $3,650,282Net Assets 2014: $858,4262014Assets 2015: $4,513,358Liabilities 2015: $3,599,621Net Assets 2015: $913,7372015Assets 2016: $6,455,915Liabilities 2016: $5,499,672Net Assets 2016: $956,2432016Assets 2017: $6,366,066Liabilities 2017: $5,463,867Net Assets 2017: $902,1992017Assets 2018: $6,434,277Liabilities 2018: $5,602,599Net Assets 2018: $831,6782018Assets 2019: $6,073,077Liabilities 2019: $5,446,768Net Assets 2019: $626,3092019Assets 2020: $5,991,809Liabilities 2020: $5,447,655Net Assets 2020: $544,1542020Assets 2021: $5,853,203Liabilities 2021: $5,420,966Net Assets 2021: $432,2372021Assets 2022: $5,647,394Liabilities 2022: $5,448,370Net Assets 2022: $199,0242022Assets 2023: $5,424,297Liabilities 2023: $5,413,018Net Assets 2023: $11,2792023Assets 2024: $5,055,581Liabilities 2024: $5,325,715Net Assets 2024: -$270,1342024Assets 2025: $4,892,469Liabilities 2025: $5,336,342Net Assets 2025: -$443,8732025

Highlighted filing

2016

Assets$6,455,915
Liabilities$5,499,672
Net Assets$956,243
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $785,043Expenses 2011: $724,239Net Income 2011: $60,8042011Revenue 2012: $813,928Expenses 2012: $827,217Net Income 2012: -$13,2892012Revenue 2013: $822,756Expenses 2013: $808,584Net Income 2013: $14,1722013Revenue 2014: $830,281Expenses 2014: $876,913Net Income 2014: -$46,6322014Revenue 2015: $871,815Expenses 2015: $816,504Net Income 2015: $55,3112015Revenue 2016: $1,070,190Expenses 2016: $1,027,684Net Income 2016: $42,5062016Revenue 2017: $976,688Expenses 2017: $1,030,732Net Income 2017: -$54,0442017Revenue 2018: $995,980Expenses 2018: $1,066,501Net Income 2018: -$70,5212018Revenue 2019: $1,030,698Expenses 2019: $1,236,067Net Income 2019: -$205,3692019Revenue 2020: $1,116,858Expenses 2020: $1,199,013Net Income 2020: -$82,1552020Revenue 2021: $1,050,076Expenses 2021: $1,161,993Net Income 2021: -$111,9172021Revenue 2022: $1,089,972Expenses 2022: $1,323,185Net Income 2022: -$233,2132022Revenue 2023: $1,206,955Expenses 2023: $1,394,700Net Income 2023: -$187,7452023Revenue 2024: $1,108,260Expenses 2024: $1,389,673Net Income 2024: -$281,4132024Revenue 2025: $1,297,337Expenses 2025: $1,471,076Net Income 2025: -$173,7392025

Highlighted filing

2016

Revenue$1,070,190
Expenses$1,027,684
Net Income$42,506
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 3, 2016
Return Version
2015v2.0
Gross Receipts
$1,070,190
Mission and Program Overview

Mission

Provide affordable rental housing for 104 total rental units, serving low-income seniors and disabled persons.

Provide affordable rental housing for 105 total rental units, serving low-income seniors and disabled persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,888,058$2,667,320▼ $220,738
Cash and Non-Interest-Bearing Accounts$116,674$1,469,973▲ $1,353,299
Intangible Assets$102,619$262,229▲ $159,610
Accounts Receivable$83,605$235,885▲ $152,280
Prepaid Expenses and Deferred Charges$13,744$14,647▲ $903
Savings and Temporary Cash Investments-$0-
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$4,513,358$6,455,915▲ $1,942,557
Other Assets Total$1,308,658$1,805,861▲ $497,203
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,437,616$4,325,886▲ $1,888,270
Other Liabilities$1,131,313$1,120,471▼ $10,842
Accounts Payable and Accrued Expenses$30,539$51,991▲ $21,452
Deferred Revenue$153$1,324▲ $1,171
Total Liabilities$3,599,621$5,499,672▲ $1,900,051
Net Assets / Fund Balance
Unrestricted Net Assets$913,737$956,243▲ $42,506
Total Net Assets Fund Balance$913,737$956,243▲ $42,506
Total Liabilities and Net Assets / Fund Balance$4,513,358$6,455,915▲ $1,942,557

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,268,368$2,161,084$3,429,452
Land$1,398,952-$1,398,952
Equipment-$28,252$28,252
Other Assets Org$59,856--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
John FowlerPresident
Kenneth TrigueiroVice President
Griffin MooreAssist. Treas
Annette MontoyaSecretary
Monica de MallevilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,067,836
Investment Income
$2,354
Other Revenue
$0
Change in Net Assets
$42,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,027,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$126,475--$126,475
Depreciation Depletion$108,353--$108,353
Other Expenses$102,401--$102,401
Fees for Services Management-$88,204-$88,204
All Other Expenses$67,285--$67,285
Insurance$20,716--$20,716
Fees for Services Accounting$18,974--$18,974
Information Technology$13,139--$13,139
Fees for Services Legal$8,550--$8,550
Office Expenses$2,750--$2,750
Total Functional Expenses$939,480$88,204$0$1,027,684
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
Accrued Interest -CHRP$738,150
Accrued Interest - PSHHC$321,896
Security deposits payable$60,425
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“The board of directors has hired a The Duncan Group to provide day to day management and accounting for the rental housing projects.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is reviewed by the board of directors prior to filing”

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

“Board members are required to submit an annual written statement disclosing any conficts of interest. If a conflict of interest is present, the board member is required to abstain from voting on the issue.”

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

“Upon request”

Filing and Contact Details

Filer

Filer Name
South Bay Improvement Association
EIN
77-0210296
Phone
8057813088
Address
3533 Empleo Street, San Luis Obispo, CA 93401

Signing Officer

Name
John Fowler
Title
President
Signed
2016-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Fowler
Formed
1988
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Tom Tomaszewski CPA
Address
3811 Tilden Drive, El Dorado Hills, CA 95762
Preparer
Tom Tomaszewski
Phone
9168045367
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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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IRS990/ProgramServiceRevenueGrp/Desc2Tenant Assistance
IRS990/ProgramServiceRevenueGrp/Desc3Tenant Rent
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0127681
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110730
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2385493
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3543932
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0127681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110730
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2385493
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3543932
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01213
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0816504
IRS990/PYProgramServiceRevenueAmt0870602
IRS990/PYRevenuesLessExpensesAmt055311
IRS990/PYTotalExpensesAmt0816504
IRS990/PYTotalRevenueAmt0871815
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042506
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02354
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01213
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01654
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01443
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01533
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01067836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0870602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0828627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0821313
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0812395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04400773
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02354
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01443
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08197
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/InvestmentIncomePYPct00.00170
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99810
IRS990ScheduleA/PublicSupportPY509Pct00.99830
IRS990ScheduleA/PublicSupportTotal509Amt04400773
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01067836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0870602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0828627
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0821313
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0812395
IRS990ScheduleA/Total509Grp/TotalAmt04400773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01070190
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0871815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0830281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0822756
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0813928
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04408970
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01268368
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02161084
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03429452
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028252
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028252
IRS990ScheduleD/LandGrp/BookValueAmt01398952
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01398952
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0198957
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11547047
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt359856
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating reserve
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Replacement Reserve
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Rounding
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Security Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0321896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1738150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt260425
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Interest - PSHHC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Interest -CHRP
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Security deposits payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02667320
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01805861
IRS990ScheduleD/TotalLiabilityAmt01120471
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board of directors has hired a The Duncan Group to provide day to day management and accounting for the rental housing projects.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is reviewed by the board of directors prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members are required to submit an annual written statement disclosing any conficts of interest. If a conflict of interest is present, the board member is required to abstain from voting on the issue.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0true
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1No
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Peoples Self-Help Housing Corp
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1The Duncan Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952750154
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770429830
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Provide affordable housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Affordable Housing Management
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509a2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509a2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03533 Empleo Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13533 Empleo Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0San Luis Obispo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1San Luis Obispo
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd193401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,455,915
Liabilities
$5,499,672
Net assets
$956,243
Revenue
$1,070,190
Expenses
$1,027,684
Net income
$42,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.89$5.34$0.44$1.30$1.47$0.17
2024Detailed filing. Detailed filing data is available for this year.$5.06$5.33$0.27$1.11$1.39$0.28
2023Detailed filing. Detailed filing data is available for this year.$5.42$5.41$0.01$1.21$1.39$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.65$5.45$0.20$1.09$1.32$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.85$5.42$0.43$1.05$1.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$5.99$5.45$0.54$1.12$1.20$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.07$5.45$0.63$1.03$1.24$0.21
2018Detailed filing. Detailed filing data is available for this year.$6.43$5.60$0.83$1.00$1.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.37$5.46$0.90$0.98$1.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.46$5.50$0.96$1.07$1.03$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.51$3.60$0.91$0.87$0.82$0.06
2014Summary only. Only limited summary data is available for this year.$4.51$3.65$0.86$0.83$0.88$0.05
2013Summary only. Only limited summary data is available for this year.$4.58$3.67$0.91$0.82$0.81$0.01
2012Summary only. Only limited summary data is available for this year.$4.59$3.70$0.89$0.81$0.83$0.01
2011Summary only. Only limited summary data is available for this year.$4.62$3.72$0.90$0.79$0.72$0.06