Civic Intelligence

Santa Maria High School Alumni Assoc

EIN 77-0300839 • 501(c)7 • Santa Maria, CA

Profile

Promote alumni membership

406 W Main StSanta Maria, CA 93458

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2021

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2021

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

47th percentile

1.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)7 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$223,718

Up $25,730 (+13%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$223,718

Up $25,730 (+13%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$8,103

Up $115 (+1.4%) from 2020

Expenses

Down

$7,078

Down $4,161 (-37%) from 2020

Net Income

Up

$1,025

Up $4,276 (+132%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $203,534Liabilities 2011: $02011Assets 2012: $201,500Net Assets 2012: $201,5002012Assets 2013: $195,096Liabilities 2013: $02013Assets 2014: $207,168Net Assets 2014: $207,1682014Assets 2015: $200,168Liabilities 2015: $02015Assets 2016: $200,323Net Assets 2016: $200,3232016Assets 2017: $214,688Net Assets 2017: $214,6882017Assets 2018: $211,246Net Assets 2018: $211,2462018Assets 2019: $210,133Net Assets 2019: $210,1332019Assets 2020: $197,988Net Assets 2020: $197,9882020Assets 2021: $223,718Net Assets 2021: $223,7182021

Highlighted filing

2021

Assets$223,718
Liabilities-
Net Assets$223,718
Open 2021 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $7,855Expenses 2011: $30,900Net Income 2011: -$23,0452011Revenue 2012: $9,430Expenses 2012: $6,664Net Income 2012: $2,7662012Revenue 2013: $7,061Expenses 2013: $10,830Net Income 2013: -$3,7692013Revenue 2014: $6,720Expenses 2014: $4,884Net Income 2014: $1,8362014Revenue 2015: $9,222Expenses 2015: $11,524Net Income 2015: -$2,3022015Revenue 2016: $9,665Expenses 2016: $8,694Net Income 2016: $9712016Revenue 2017: $14,671Expenses 2017: $8,890Net Income 2017: $5,7812017Revenue 2018: $9,348Expenses 2018: $10,011Net Income 2018: -$6632018Revenue 2019: $9,603Expenses 2019: $12,161Net Income 2019: -$2,5582019Revenue 2020: $7,988Expenses 2020: $11,239Net Income 2020: -$3,2512020Revenue 2021: $8,103Expenses 2021: $7,078Net Income 2021: $1,0252021

Highlighted filing

2021

Revenue$8,103
Expenses$7,078
Net Income$1,025
Open 2021 Filing

Filings

Most recent year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,718
Liabilities
-
Net assets
$223,718
Revenue
$8,103
Expenses
$7,078
Net income
$1,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.24$2.24$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.98$1.98$0.08$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.10$2.10$0.10$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.11$2.11$0.09$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.15$2.15$0.15$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.00$2.00$0.10$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$2.00$0.00$0.09$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.07$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$1.95$0.00$0.07$0.11$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.02$2.02$0.09$0.07$0.03
2011Summary only. Only limited summary data is available for this year.$2.04$0.00$0.08$0.31$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 13, 2022
Return Version
2020v4.0
Gross Receipts
$11,687
Mission and Program Overview

Mission

Promote alumni membership

Program Services

DescriptionGrantsExpenses
Scholarships to Santa Maria High School Students--
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD VERTREESPresident-$0--
JOANNE HOPKINSSecretary-$0--
VIRGINIA SOUZATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Santa Maria High School Alumni Assoc
EIN
77-0300839
Phone
8059251521
Address
406 W Main St, Santa Maria, CA 93458

Signing Officer

Name
Richard Vertrees
Title
President
Signed
2022-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Travis Hole CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Bank Charges $20”

Other Assets.1010

“Inventories - Beginning $2952 Inventories - Ending $2952”

Raw XML Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Moss Levy Hartzheim LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum08059252579
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 Professional Pky Ste 205
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA MARIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093455
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0195036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0220766
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03584
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01025
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01558
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0197988
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223718
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-30
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05500
IRS990EZ/GrossReceiptsAmt011687
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08133
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197988
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0223718
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197988
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0223718
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD VERTREES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNE HOPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIRGINIA SOUZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02952
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02952
IRS990EZ/OtherChangesInNetAssetsAmt024705
IRS990EZ/OtherExpensesTotalAmt020
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote alumni membership
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to Santa Maria High School Students
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03554
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07078
IRS990EZ/TotalRevenueAmt08103
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Charges $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Inventories - Beginning $2952 Inventories - Ending $2952
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD VERTREES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Maria High School Alumni Assoc
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0770300839
ReturnHeader/Filer/PhoneNum08059251521
ReturnHeader/Filer/USAddress/AddressLine1Txt0406 W Main St
ReturnHeader/Filer/USAddress/CityNm0Santa Maria
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093458
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 Professional Parkway Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Travis Hole CPA
ReturnHeader/ReturnTs02022-01-13T15:27:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VERTREES
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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