Civic Intelligence

Santa Maria High School Alumni Assoc

990EZ • Fiscal year 2018 • EIN 77-0300839

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

Organization ProfileN/A
406 W Main StSanta Maria, CA 93458

(805) 925-1521

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

24th percentile

-7.1%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2018 filings • 501(c)7 • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-1.6%

Faster asset growth than 40% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • 501(c)7 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$211,246

Down $3,442 (-1.6%) from 2017

Net Assets

Down

$211,246

Down $3,442 (-1.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$9,348

Down $5,323 (-36%) from 2017

Expenses

Up

$10,011

Up $1,121 (+13%) from 2017

Net Income

Down

-$663

Down $6,444 (-111%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2018

Assets$211,246
Liabilities-
Net Assets$211,246
Open 2018 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$9,348
Expenses$10,011
Net Income-$663
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$20,808
Mission and Program Overview

Mission

Promote alumni membership

Program Services

DescriptionGrantsExpenses
Scholarships to Santa Maria High School Students--
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD VERTREESPresident-$0--
RONALD JOHNSONVice President-$0--
MARY LONGESTSec/Treas-$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
2019-05-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Assets.1010

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

Raw XML Appendix100 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/BOYAmt0211736
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0208294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt011460
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-663
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03011
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0214688
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0211246
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0318
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt020808
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt09030
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214688
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0211246
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214688
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0211246
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD VERTREES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY LONGEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec/TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02952
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02952
IRS990EZ/OtherChangesInNetAssetsAmt0-2779
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote alumni membership
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarships to Santa Maria High School Students
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt011778
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010011
IRS990EZ/TotalRevenueAmt09348
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Inventories - Beginning $2952 Inventories - Ending $2952
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1010
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD VERTREES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/PreparerPersonNm0Larry B Bell CPA
ReturnHeader/ReturnTs02019-05-15T14:30:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$211,246
Liabilities
-
Net assets
$211,246
Revenue
$9,348
Expenses
$10,011
Net income
-$663
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