Civic Intelligence

Community Partners in Caring

990 • Fiscal year 2022 • EIN 77-0477176

Jul 01, 2021 to Jun 30, 2022 • Filed on Jun 11, 2024

120 E Jones Street 123Santa Maria, CA 93454

(805) 925-8000

Siviq Scores

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

Liabilities / Assets

61st percentile

0.06x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.05x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

51st percentile

6.9%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-8.4%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$542,796

Flat from 2022

Net Assets

Flat

$512,933

Flat from 2022

Liabilities

Flat

$29,863

Flat from 2022

Revenue

Flat

$585,674

Flat from 2022

Expenses

Flat

$545,307

Flat from 2022

Net Income

Flat

$40,367

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $24,433Liabilities 2011: $1Net Assets 2011: $24,4322011Assets 2012: $53,264Liabilities 2012: $0Net Assets 2012: $53,2642012Assets 2013: $75,312Liabilities 2013: $0Net Assets 2013: $75,3122013Assets 2014: $51,185Liabilities 2014: $15,705Net Assets 2014: $35,4802014Assets 2015: $64,460Liabilities 2015: $25,028Net Assets 2015: $39,4322015Assets 2016: $55,264Liabilities 2016: $20,542Net Assets 2016: $34,7222016Assets 2017: $46,048Liabilities 2017: $6,770Net Assets 2017: $39,2782017Assets 2018: $126,268Liabilities 2018: $9,934Net Assets 2018: $116,3342018Assets 2019: $180,996Liabilities 2019: $6,200Net Assets 2019: $174,7962019Assets 2020: $330,072Liabilities 2020: $29,920Net Assets 2020: $300,1522020Assets 2021: $489,723Liabilities 2021: $101,476Net Assets 2021: $388,2472021Assets 2022: $542,796Liabilities 2022: $29,863Net Assets 2022: $512,9332022Assets 2022: $542,796Liabilities 2022: $29,863Net Assets 2022: $512,9332022Assets 2023: $504,767Liabilities 2023: $36,804Net Assets 2023: $467,9632023Assets 2024: $604,209Liabilities 2024: $87,224Net Assets 2024: $516,9852024Assets 2025: $486,614Liabilities 2025: $56,151Net Assets 2025: $430,4632025

Highlighted filing

2022

Assets$542,796
Liabilities$29,863
Net Assets$512,933

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $215,555Expenses 2011: $216,937Net Income 2011: -$1,3822011Expenses 2012: $196,0032012Revenue 2013: $228,210Expenses 2013: $206,162Net Income 2013: $22,0482013Revenue 2014: $198,089Expenses 2014: $197,275Net Income 2014: $8142014Revenue 2015: $181,063Expenses 2015: $177,111Net Income 2015: $3,9522015Revenue 2016: $178,245Expenses 2016: $182,405Net Income 2016: -$4,1602016Revenue 2017: $137,376Expenses 2017: $136,241Net Income 2017: $1,1352017Revenue 2018: $337,145Expenses 2018: $260,089Net Income 2018: $77,0562018Revenue 2019: $462,671Expenses 2019: $399,964Net Income 2019: $62,7072019Revenue 2020: $584,182Expenses 2020: $458,826Net Income 2020: $125,3562020Revenue 2021: $639,183Expenses 2021: $513,023Net Income 2021: $126,1602021Revenue 2022: $585,674Expenses 2022: $545,307Net Income 2022: $40,3672022Revenue 2022: $585,674Expenses 2022: $545,307Net Income 2022: $40,3672022Revenue 2023: $635,577Expenses 2023: $605,896Net Income 2023: $29,6812023Revenue 2024: $721,451Expenses 2024: $708,052Net Income 2024: $13,3992024Revenue 2025: $764,878Expenses 2025: $763,827Net Income 2025: $1,0512025

Highlighted filing

2022

Revenue$585,674
Expenses$545,307
Net Income$40,367
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 11, 2024
Return Version
2021v4.1
Gross Receipts
$585,674
Mission and Program Overview

Mission

To provide volunteer support services that allow the senior population to live independently while maintaining dignity, respect, and quality of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$263,638$250,762▼ $12,876
Savings and Temporary Cash Investments$166,076$210,454▲ $44,378
Accounts Receivable$59,664$80,227▲ $20,563
Prepaid Expenses and Deferred Charges$220$0▼ $220
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-
Total Assets$489,723$542,796▲ $53,073
Other Assets Total$125$1,353▲ $1,228
Liabilities
Accounts Payable and Accrued Expenses$1,475$22,363▲ $20,888
Deferred Revenue$100,000$7,500▼ $92,500
Other Liabilities$1--
Total Liabilities$101,476$29,863▼ $71,613
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$344,933$385,264▲ $40,331
Net Assets With Donor Restrictions$43,314$127,669▲ $84,355
Total Net Assets Fund Balance$388,247$512,933▲ $124,686
Total Liabilities and Net Assets / Fund Balance$489,723$542,796▲ $53,073

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$36,412-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chuen WuPresident
Victor VegaVice President
Alyssa StovallDirector
Brandon MerloDirector
Doug RichDirector
Mike SiminskiDirector
Monica BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$569,710
Program Service Revenue
$0
Investment Income
$469
Other Revenue
$15,495
All Other Contributions
$161,314
Change in Net Assets
$40,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$420,884
Other Expenses$124,423
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$345,376$30,033-$375,409
Occupancy$34,621$3,011-$37,632
Payroll Taxes$30,257$2,631-$32,888
Office Expenses$17,707$1,540-$19,247
Other Employee Benefits$11,580$1,007-$12,587
Fees for Services Other$9,694$842-$10,536
Insurance$8,514$740-$9,254
All Other Expenses$6,052$527-$6,579
Other Expenses$4,661$405-$5,066
Travel$2,400$209-$2,609
Fees for Services Management$2,363$206-$2,569
Information Technology$2,248$195-$2,443
Fees for Services Accounting$764$66-$830
Total Functional Expenses$501,682$43,625$0$545,307
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$15,495
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
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
Yes
Other officer compensation reviewed
Yes
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

Completed 990 presented to the Board of Directors for their review and approval prior to submittal to IRS. Directors may request individual copies of the return.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation is reviewed and approved by the board of directors.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Compensation is reviewed and approved by the board of directors.

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

Governing documents and financial records are available to requestors by US Mail, fax or personal pick-up at the organization's office.

Filing and Contact Details

Filer

Filer Name
Community Partners in Caring
EIN
77-0477176
Phone
8059258000
Address
120 E JONES STREET 123, SANTA MARIA, CA 93454

Signing Officer

Name
Chuen Wu
Title
President
Signed
2024-06-11
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
19
Volunteers
119

Preparer

Firm
Tax and Business Services
Address
1005 S Broadway, Santa Maria, CA 93454
Preparer
Carrie Troup CPA
Phone
8059370511
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Designated tda funds = $84319

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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/OtherSalariesAndWagesGrp/ProgramServicesAmt0345376
IRS990/OtherSalariesAndWagesGrp/TotalAmt0375409
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02631
IRS990/PayrollTaxesGrp/ProgramServicesAmt030257
IRS990/PayrollTaxesGrp/TotalAmt032888
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0220
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0623111
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt050
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0127304
IRS990/PYOtherRevenueAmt016022
IRS990/PYRevenuesLessExpensesAmt0126160
IRS990/PYSalariesCompEmpBnftPaidAmt0385719
IRS990/PYTotalExpensesAmt0513023
IRS990/PYTotalRevenueAmt0639183
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt040367
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0166076
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0210454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0569710
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0623111
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0567599
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0437454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0337145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02535019
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0535
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015495
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016022
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt016557
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012820
IRS990ScheduleA/OtherIncome170Grp/TotalAmt060894
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97630
IRS990ScheduleA/PublicSupportPY170Pct00.97880
IRS990ScheduleA/PublicSupportTotal170Amt02535019
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0569710
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0623111
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0567599
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0437454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0337145
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02535019
IRS990ScheduleA/TotalSupportAmt02596448
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036412
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt036412
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt015495
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt015495
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt015495
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Completed 990 presented to the Board of Directors for their review and approval prior to submittal to IRS. Directors may request individual copies of the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents and financial records are available to requestors by US Mail, fax or personal pick-up at the organization's office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESIGNATED TDA FUNDS = $84319
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0489723
IRS990/TotalAssetsEOYAmt0542796
IRS990/TotalAssetsGrp/BOYAmt0489723
IRS990/TotalAssetsGrp/EOYAmt0542796
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0569710
IRS990/TotalEmployeeCnt019
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043625
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0501682
IRS990/TotalFunctionalExpensesGrp/TotalAmt0545307
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0101476
IRS990/TotalLiabilitiesEOYAmt029863
IRS990/TotalLiabilitiesGrp/BOYAmt0101476
IRS990/TotalLiabilitiesGrp/EOYAmt029863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0388247
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0512933
IRS990/TotalProgramServiceExpensesAmt0501682
IRS990/TotalProgramServiceRevenueAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.87$0.56$4.30$7.65$7.64$0.01
2024Summary only. Only limited summary data is available for this year.$6.04$0.87$5.17$7.21$7.08$0.13
2023Summary only. Only limited summary data is available for this year.$5.05$0.37$4.68$6.36$6.06$0.30
2022Detailed filing. Detailed filing data is available for this year.$5.43$0.30$5.13$5.86$5.45$0.40
2022Summary only. Only limited summary data is available for this year.$5.43$0.30$5.13$5.86$5.45$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$1.01$3.88$6.39$5.13$1.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.30$3.00$5.84$4.59$1.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.06$1.75$4.63$4.00$0.63
2018Summary only. Only limited summary data is available for this year.$1.26$0.10$1.16$3.37$2.60$0.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.07$0.39$1.37$1.36$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.21$0.35$1.78$1.82$0.04
2015Summary only. Only limited summary data is available for this year.$0.64$0.25$0.39$1.81$1.77$0.04
2014Summary only. Only limited summary data is available for this year.$0.51$0.16$0.35$1.98$1.97$0.01
2013Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$2.28$2.06$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$1.96
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$2.16$2.17$0.01