Civic Intelligence

Southern Monterey County Memorial Hospital Foundation

990 • Fiscal year 2020 • EIN 77-0357968

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 2021

Organization ProfileN/A
300 Canal StreetKing City, CA 93930

(831) 385-8500

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

29th percentile

-9.0%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

25th percentile

-12%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-67%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$185,863

Down $25,400 (-12%) from 2019

Net Assets

Down

$185,863

Down $25,400 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin29th percentile

Revenue

Down

$282,004

Down $568,272 (-67%) from 2019

Expenses

Down

$307,404

Down $522,466 (-63%) from 2019

Net Income

Down

-$25,400

Down $45,806 (-224%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0Assets 2010: $340,997Net Assets 2010: $340,9972010Assets 2011: $466,391Liabilities 2011: $2,900Net Assets 2011: $463,4912011Assets 2012: $336,827Liabilities 2012: $0Net Assets 2012: $336,8272012Assets 2013: $288,826Liabilities 2013: $0Net Assets 2013: $288,8262013Assets 2014: $234,650Liabilities 2014: $0Net Assets 2014: $234,6502014Assets 2015: $238,702Liabilities 2015: $0Net Assets 2015: $238,7022015Assets 2016: $241,916Liabilities 2016: $0Net Assets 2016: $241,9162016Assets 2017: $325,069Liabilities 2017: $0Net Assets 2017: $325,0692017Assets 2018: $190,857Liabilities 2018: $0Net Assets 2018: $190,8572018Assets 2019: $211,263Liabilities 2019: $0Net Assets 2019: $211,2632019Assets 2020: $185,863Liabilities 2020: $0Net Assets 2020: $185,8632020Assets 2021: $129,353Liabilities 2021: $0Net Assets 2021: $129,3532021Assets 2022: $242,141Liabilities 2022: $0Net Assets 2022: $242,1412022Assets 2023: $100,656Liabilities 2023: $0Net Assets 2023: $100,6562023Assets 2024: $104,837Liabilities 2024: $0Net Assets 2024: $104,8372024

Highlighted filing

2020

Assets$185,863
Liabilities$0
Net Assets$185,863
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $94,052Expenses 2010: $52,592Net Income 2010: $41,4602010Revenue 2011: $185,339Expenses 2011: $62,845Net Income 2011: $122,4942011Expenses 2012: $356,9322012Revenue 2013: $183,635Expenses 2013: $231,636Net Income 2013: -$48,0012013Revenue 2014: $67,398Expenses 2014: $121,574Net Income 2014: -$54,1762014Revenue 2015: $79,163Expenses 2015: $75,111Net Income 2015: $4,0522015Revenue 2016: $121,721Expenses 2016: $118,507Net Income 2016: $3,2142016Revenue 2017: $87,750Expenses 2017: $4,597Net Income 2017: $83,1532017Revenue 2018: $37,516Expenses 2018: $171,728Net Income 2018: -$134,2122018Revenue 2019: $850,276Expenses 2019: $829,870Net Income 2019: $20,4062019Revenue 2020: $282,004Expenses 2020: $307,404Net Income 2020: -$25,4002020Revenue 2021: $44,861Expenses 2021: $101,371Net Income 2021: -$56,5102021Revenue 2022: $466,154Expenses 2022: $353,366Net Income 2022: $112,7882022Revenue 2023: $40,618Expenses 2023: $182,103Net Income 2023: -$141,4852023Revenue 2024: $7,318Expenses 2024: $3,137Net Income 2024: $4,1812024

Highlighted filing

2020

Revenue$282,004
Expenses$307,404
Net Income-$25,400
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2021
Return Version
2020v4.0
Gross Receipts
$282,004
Mission and Program Overview

Mission

To procure and extend financial aid for the operation, maintenance and expansion of southern monterey county memorial hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$101,449$101,703▲ $254
Cash and Non-Interest-Bearing Accounts$109,814$84,160▼ $25,654
Accounts Receivable-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$211,263$185,863▼ $25,400
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$203,857$158,803▼ $45,054
Net Assets With Donor Restrictions$7,406$27,060▲ $19,654
Total Net Assets Fund Balance$211,263$185,863▼ $25,400
Total Liabilities and Net Assets / Fund Balance$211,263$185,863▼ $25,400

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,222$1,222
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
John GreathousePresident
Ellen WillisVice President
Daymond SlatenDirector
Laurie SlatenDirector
Nick AlatorreDirector
Roger BorziniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$281,735
Program Service Revenue
$0
Investment Income
$269
Other Revenue
$0
All Other Contributions
$281,735
Change in Net Assets
$-25,400

Audited Revenue Reconciliation

Revenue per Audited Statements
$262,350
Revenue Not Reported on Financial Statements
$19,654
Other Revenue Adjustments
$19,654
Total Revenue per Audited Statements
$262,350
Total Revenue per Form 990
$282,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$294,000
Other Expenses$13,404
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$294,000--$294,000
Fees for Services Accounting-$3,900-$3,900
Advertising-$2,200-$2,200
Insurance-$239-$239
Other Expenses-$145-$145
All Other Expenses-$65-$65
Total Functional Expenses$294,000$13,404$0$307,404

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$307,404
Total Expenses per Audited Statements$307,404
Total Expenses per Form 990$307,404
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Somoco Memorial HospitalKing City, CA-To Fund Medical and Facility Equip$294,000
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Daymond slaten and laurie slaten are married.”

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

“Form 990 is reviewed with the president and treasurer before filing.”

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

“Annually each board member submits a listing of any conflicts of interest.”

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

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Southern Monterey County Memorial
EIN
77-0357968
Phone
8313858500
Address
300 CANAL STREET, KING CITY, CA 93930

Signing Officer

Name
Ellen Willis
Title
President
Signed
2021-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Borzini
Formed
1969
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Borzini Accounting & Consulting LLP
Address
218 Bassett St, King City, CA 93930
Preparer
Roger Borzini
Phone
8313858500
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Accrual/cash difference $19654”

Raw XML Appendix393 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.

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IRS990ScheduleD/TotalRevenuePerForm990Amt0282004
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IRS990ScheduleI/RecipientTable/RecipientEIN0941502014
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED WITH THE PRESIDENT AND TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY EACH BOARD MEMBER SUBMITS A LISTING OF ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
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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
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN WILLIS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453849285
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Borzini Accounting & Consulting LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0218 Bassett St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0King City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093930
ReturnHeader/PreparerPersonGrp/PhoneNum08313858500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger Borzini
ReturnHeader/ReturnTs02021-07-28T14:46:07-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,863
Liabilities
$0
Net assets
$185,863
Revenue
$282,004
Expenses
$307,404
Net income
-$25,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.03$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.41$1.82$1.41
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$4.66$3.53$1.13
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.45$1.01$0.57
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$2.82$3.07$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$8.50$8.30$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.38$1.72$1.34
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.88$0.05$0.83
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$1.22$1.19$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.79$0.75$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.67$1.22$0.54
2013Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.84$2.32$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.37$0.00$3.37$3.57
2011Summary only. Only limited summary data is available for this year.$4.66$0.03$4.63$1.85$0.63$1.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$3.41$0.94$0.53$0.41