Civic Intelligence

Oldtown Salinas Foundation

EIN 77-0552946 • 501(c)3 • Salinas, CA

Profile

To preserve and promote the development and rehabilitation of the historic downtown area of Salinas within the context of historic preservation, through fund raising, public relations efforts and community education.

10B Midtown LaneSalinas, CA 93901

n/A

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.27x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

90th percentile

68%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$62,116

Up $25,046 (+68%) from 2015

Liabilities

Up

$11,730

Up $6,158 (+111%) from 2015

Net Assets

Up

$50,386

Up $18,888 (+60%) from 2015

Operations
Liabilities / Revenue88th percentileNet Margin88th percentile

Revenue

Up

$43,857

Up $5,100 (+13%) from 2015

Expenses

Up

$24,967

Up $12,254 (+96%) from 2015

Net Income

Down

$18,890

Down $7,154 (-27%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$80K$60K$40K$20K$0Assets 2013: $22,484Liabilities 2013: $1,577Net Assets 2013: $20,9072013Assets 2014: $7,871Liabilities 2014: $1,577Net Assets 2014: $6,2942014Assets 2015: $37,070Liabilities 2015: $5,572Net Assets 2015: $31,4982015Assets 2016: $62,116Liabilities 2016: $11,730Net Assets 2016: $50,3862016

Highlighted filing

2016

Assets$62,116
Liabilities$11,730
Net Assets$50,386
Open 2016 Filing

Operations Trend

Revenue Growth67th percentile

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

$60K$40K$20K$0-$20KRevenue 2013: $6,475Expenses 2013: $7,002Net Income 2013: -$5272013Revenue 2014: $11,034Expenses 2014: $25,647Net Income 2014: -$14,6132014Revenue 2015: $38,757Expenses 2015: $12,713Net Income 2015: $26,0442015Revenue 2016: $43,857Expenses 2016: $24,967Net Income 2016: $18,8902016

Highlighted filing

2016

Revenue$43,857
Expenses$24,967
Net Income$18,890
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$62,116
Liabilities
$11,730
Net assets
$50,386
Revenue
$43,857
Expenses
$24,967
Net income
$18,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$62.1$11.7$50.4$43.9$25.0$18.9
2015Detailed filing. Detailed filing data is available for this year.$37.1$5.57$31.5$38.8$12.7$26.0
2014Detailed filing. Detailed filing data is available for this year.$7.87$1.58$6.29$11.0$25.6$14.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$1.58$20.9$6.48$7.00$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 31, 2016
Return Version
2015v2.0
Gross Receipts
$137,381
Mission and Program Overview

Mission

To preserve and promote the development and rehabilitation of the historic downtown area of Salinas within the context of historic preservation, through fund raising, public relations efforts and community education.

Program Services

DescriptionGrantsExpenses
Fundraising$85,541-
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia SullivanDirector-$0--
Frank SavinoPresident-$0--
Ken SteenTreasurer/ V.P.-$0--
Margaret D'Arrigo-MartinDirector-$0--
Joel PanzerDirector-$0--
David McWherterDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Salinas Valley Food & Wine$90,021$90,021$74,018$16,003
Holiday Parade of Lights$22,000$22,000$19,506$2,494
Total Events$112,021$112,021$93,524$18,497
Filing and Contact Details

Filer

Filer Name
Oldtown Salinas Foundation
EIN
77-0552946
Address
10B Midtown Lane, Salinas, CA 93901

Signing Officer

Name
Joel Panzer
Title
Director
Signed
2016-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Ingraham & Associates CPAs
Address
412 South Main Street, Salinas, CA 93901-3306
Preparer
Francis B Ingraham
Phone
8314226261
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Marketplace $14219”

Other Expenses.1001

“Advertising and Promotion $900”

Other Expenses.1012

“Insurance $6454”

Other Expenses.1

“Licenses and permits $1505”

Other Expenses.2

“Miscellaneous $1200”

Other Expenses.3

“Sanitation $600”

Other Expenses.4

“Meetings $500”

Other Expenses.5

“Supplies $472”

Other Expenses.6

“Halloween $441”

Other Expenses.7

“Entertainment $150”

Other Expenses.8

“Taxes $15”

Other Assets.1

“Due from others - Beginning $140 Due from others - Ending $0”

Other Assets.2

“Due from OSA - Beginning $0 Due from OSA - Ending $24219”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Raw XML Appendix183 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Salinas
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0939013306
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Patricia Sullivan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Frank Savino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ken Steen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Margaret D'Arrigo-Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Joel Panzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5David McWherter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0140
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024219
IRS990EZ/OtherChangesInNetAssetsAmt0-2
IRS990EZ/OtherExpensesTotalAmt012237
IRS990EZ/OtherRevenueTotalAmt014219
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To preserve and promote the development and rehabilitation of the historic downtown area of Salinas within the context of historic preservation, through fund raising, public relations efforts and community education.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fundraising
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt085541
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09470
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt093524
IRS990EZ/SpecialEventsNetIncomeLossAmt018497
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05572
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011730
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024967
IRS990EZ/TotalProgramServiceExpensesAmt085541
IRS990EZ/TotalRevenueAmt043857
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011142
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt066361
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt066361
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt090021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0112021
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt090021
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt074018
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019506
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Marketplace $14219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $6454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Licenses and permits $1505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sanitation $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meetings $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Halloween $441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Entertainment $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Taxes $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Due from others - Beginning $140 Due from others - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Due from OSA - Beginning $0 Due from OSA - Ending $24219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joel Panzer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oldtown Salinas Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OLDT
ReturnHeader/Filer/EIN0770552946
ReturnHeader/Filer/USAddress/AddressLine1Txt010B Midtown Lane
ReturnHeader/Filer/USAddress/CityNm0Salinas
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ingraham & Associates CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0412 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salinas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0939013306
ReturnHeader/PreparerPersonGrp/PhoneNum08314226261
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Francis B Ingraham
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-31T14:59:43-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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