Civic Intelligence

San Luis Obispo Supported Living Inc

990EZ • Fiscal year 2017 • EIN 77-0559832

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

Organization ProfileN/A
502 Parkview AvenueGrover Beach, CA 93433

(805) 489-3005

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

0.3%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

87th percentile

$31,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$14,755

Up $466 (+3.3%) from 2016

Net Assets

Up

$14,755

Up $475 (+3.3%) from 2016

Liabilities

Down

$0

Down $9 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin42nd percentile

Revenue

Up

$153,820

Up $19,711 (+15%) from 2016

Expenses

Up

$153,345

Up $18,229 (+13%) from 2016

Net Income

Up

$475

Up $1,482 (+147%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20K$10K$0-$10KAssets 2011: -$1,332Liabilities 2011: $1,194Net Assets 2011: -$2,5262011Assets 2012: $142Liabilities 2012: $0Net Assets 2012: $1422012Assets 2013: $977Liabilities 2013: $0Net Assets 2013: $9772013Assets 2014: $7,245Liabilities 2014: $1,200Net Assets 2014: $6,0452014Assets 2015: $15,287Liabilities 2015: $0Net Assets 2015: $15,2872015Assets 2016: $14,289Liabilities 2016: $9Net Assets 2016: $14,2802016Assets 2017: $14,755Liabilities 2017: $0Net Assets 2017: $14,7552017Assets 2018: $8,644Liabilities 2018: $0Net Assets 2018: $8,6442018Assets 2019: $14,978Liabilities 2019: $0Net Assets 2019: $14,9782019Assets 2020: $17,792Liabilities 2020: $0Net Assets 2020: $17,7922020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$14,755
Liabilities$0
Net Assets$14,755
Open 2017 Filing

Operations Trend

Revenue Growth68th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $130,9672011Expenses 2012: $127,4282012Expenses 2013: $127,8402013Revenue 2014: $134,763Expenses 2014: $129,695Net Income 2014: $5,0682014Revenue 2015: $137,099Expenses 2015: $127,857Net Income 2015: $9,2422015Revenue 2016: $134,109Expenses 2016: $135,116Net Income 2016: -$1,0072016Revenue 2017: $153,820Expenses 2017: $153,345Net Income 2017: $4752017Revenue 2018: $154,496Expenses 2018: $160,607Net Income 2018: -$6,1112018Revenue 2019: $155,628Expenses 2019: $149,294Net Income 2019: $6,3342019Revenue 2020: $140,552Expenses 2020: $137,738Net Income 2020: $2,8142020Revenue 2021: $97,732Expenses 2021: $111,413Net Income 2021: -$13,6812021

Highlighted filing

2017

Revenue$153,820
Expenses$153,345
Net Income$475
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$153,820
Mission and Program Overview

Mission

Providing developmentally disabled adults living in their own home with living support.

Program Services

DescriptionGrantsExpenses
IN HOME LIVING SUPPORT FOR DEVELOPMENTALLY DISABLED ADULTS$0$141,915
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA PHILLIPSPresidentPT$31,000-$31,000
MICHAEL PHILLIPSDirectorPT$30,500-$30,500
GRETCHEN LANTZSecretary/Treas.-$0--
Filing and Contact Details

Filer

Filer Name
San Luis Obispo Supported Living Inc
EIN
77-0559832
Phone
8054893005
Address
502 PARKVIEW AVENUE, GROVER BEACH, CA 93433

Signing Officer

Name
Donna Phillips
Title
President
Phone
8054893005
Signed
2017-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Longcrier & Associates Cpas Llp
Address
100 CROSS ST SUITE 103, SAN LUIS OBISPO, CA 93401-7570
Preparer
Jayme Phillips
Phone
8055412500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 2,555. Description: bank fees. Amount: 150. Description: advertising. Amount: 213. Description: mileage reimbursment. Amount: 1,227. Description: office supplies. Amount: 322. Description: payroll taxes. Amount: 4,148. Description: filing fees. Amount: 70. Description: professional development. Amount: 300. Total to form 990-ez, line 16: 8,985.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 9. End of year amount: 0.”

Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum08054893005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0502 PARK VIEW AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GROVER BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093433
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014755
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0300
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0475
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04329
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014289
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014755
IRS990EZ/GrossReceiptsAmt0153820
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014280
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014755
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014280
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014755
IRS990EZ/OccupancyRentUtltsAndMaintAmt06978
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt131000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRETCHEN LANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREAS.
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08985
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDING DEVELOPMENTALLY DISABLED ADULTS LIVING IN THEIR OWN HOME WITH LIVING SUPPORT.
IRS990EZ/PrintingPublicationsPostageAmt05
IRS990EZ/ProgramServiceRevenueAmt0153520
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0IN HOME LIVING SUPPORT FOR DEVELOPMENTALLY DISABLED ADULTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0141915
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0133048
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0153345
IRS990EZ/TotalProgramServiceExpensesAmt0141915
IRS990EZ/TotalRevenueAmt0153820
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0153520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0133909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0127805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0134663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0128675
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0678572
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0679472
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0153820
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0134109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0128675
IRS990ScheduleA/Total509Grp/TotalAmt0679472
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0153820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0134109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128105
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0134763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0128675
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0679472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 2,555. DESCRIPTION: BANK FEES. AMOUNT: 150. DESCRIPTION: ADVERTISING. AMOUNT: 213. DESCRIPTION: MILEAGE REIMBURSMENT. AMOUNT: 1,227. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 322. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,148. DESCRIPTION: FILING FEES. AMOUNT: 70. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 8,985.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 9. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08054893005
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN LUIS OBISPO SUPPORTED LIVING INC
ReturnHeader/Filer/BusinessNameControlTxt0SANL
ReturnHeader/Filer/EIN0770559832
ReturnHeader/Filer/PhoneNum08054893005
ReturnHeader/Filer/USAddress/AddressLine1Txt0502 PARKVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0GROVER BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093433
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05BB13DA94D3761271E8FD0177CE8C463D9EC6540
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05BB13DA94D3761271E8FD0177CE8C463D9EC6540
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.29.168.68
ReturnHeader/FilingSecurityInformation/IPDt02017-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:18:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810718703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONGCRIER & ASSOCIATES CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CROSS ST SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0934017570
ReturnHeader/PreparerPersonGrp/PhoneNum08055412500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYME PHILLIPS
ReturnHeader/ReturnTs02017-11-08T10:28:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,755
Liabilities
$0
Net assets
$14,755
Revenue
$153,820
Expenses
$153,345
Net income
$475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.98$1.11$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.41$1.38$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$1.56$1.49$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.00$0.09$1.54$1.61$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.54$1.53$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$1.34$1.35$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$1.37$1.28$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.06$1.35$1.30$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$1.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.03$1.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits