Civic Intelligence

Leo a & Minta L Brisco Foundation Tr 110194

990PF • Fiscal year 2015 • EIN 77-6110290

Mar 01, 2014 to Feb 28, 2015 • Filed on Jun 23, 2015

Organization Profile
1005 El Camino RealArroyo Grande, CA 93420

(805) 489-5536

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.02x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

92nd percentile

59%

Higher net margin than 92% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

75th percentile

8.9%

Faster asset growth than 75% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

229%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,779,417

Up $226,804 (+8.9%) from 2014

Net Assets

Up

$2,773,570

Up $220,980 (+8.7%) from 2014

Liabilities

Up

$5,847

Up $5,824 (+25322%) from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin92nd percentile

Revenue

Up

$374,278

Up $260,461 (+229%) from 2014

Expenses

Up

$153,298

Up $3,747 (+2.5%) from 2014

Net Income

Up

$220,980

Up $256,714 (+718%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,624,947Liabilities 2012: $53Net Assets 2012: $2,624,8942012Assets 2013: $2,589,282Liabilities 2013: $958Net Assets 2013: $2,588,3242013Assets 2014: $2,552,613Liabilities 2014: $23Net Assets 2014: $2,552,5902014Assets 2015: $2,779,417Liabilities 2015: $5,847Net Assets 2015: $2,773,5702015Assets 2016: $2,648,715Liabilities 2016: $35Net Assets 2016: $2,648,6802016Assets 2017: $2,438,774Liabilities 2017: $694Net Assets 2017: $2,438,0802017Assets 2018: $2,366,634Liabilities 2018: $35Net Assets 2018: $2,366,5992018Assets 2019: $2,359,748Liabilities 2019: $163Net Assets 2019: $2,359,5852019Assets 2020: $2,202,324Liabilities 2020: $60Net Assets 2020: $2,202,2642020Assets 2021: $2,103,031Liabilities 2021: $0Net Assets 2021: $2,103,0312021Assets 2022: $2,033,814Liabilities 2022: $640Net Assets 2022: $2,033,1742022Assets 2023: $1,996,911Liabilities 2023: $0Net Assets 2023: $1,996,9112023Assets 2024: $2,039,918Liabilities 2024: $0Net Assets 2024: $2,039,9182024

Highlighted filing

2015

Assets$2,779,417
Liabilities$5,847
Net Assets$2,773,570
Open 2015 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$200K$0-$200KExpenses 2012: $146,3042012Expenses 2013: $138,8892013Revenue 2014: $113,817Expenses 2014: $149,551Net Income 2014: -$35,7342014Revenue 2015: $374,278Expenses 2015: $153,298Net Income 2015: $220,9802015Revenue 2016: $45,148Expenses 2016: $170,038Net Income 2016: -$124,8902016Revenue 2017: $93,670Expenses 2017: $136,696Net Income 2017: -$43,0262017Revenue 2018: $85,695Expenses 2018: $157,176Net Income 2018: -$71,4812018Revenue 2019: $153,065Expenses 2019: $160,079Net Income 2019: -$7,0142019Revenue 2020: $266Expenses 2020: $157,587Net Income 2020: -$157,3212020Revenue 2021: $60,544Expenses 2021: $159,777Net Income 2021: -$99,2332021Revenue 2022: $96,866Expenses 2022: $166,728Net Income 2022: -$69,8622022Revenue 2023: $115,288Expenses 2023: $151,551Net Income 2023: -$36,2632023Revenue 2024: $201,022Expenses 2024: $158,015Net Income 2024: $43,0072024

Highlighted filing

2015

Revenue$374,278
Expenses$153,298
Net Income$220,980
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jun 23, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BLAIR MANKINSManager-$0--
Filing and Contact Details

Filer

Filer Name
Leo a & Minta L Brisco Foundation
EIN
77-6110290
Phone
8054895536
Address
1005 EL CAMINO REAL, ARROYO GRANDE, CA 93420

Signing Officer

Name
Blair Mankins
Title
Manager
Signed
2015-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Schimandle & Associates Llp
Address
1108 E GRAND AVENUE, ARROYO GRANDE, CA 93420
Preparer
F Joseph Schimandle CPA
Phone
8054812280
Raw XML AppendixShowing 400 of 640 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05865.140 BLACKROCK GLOBAL ALLOCATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc133038.704 BLACKROCK GLOBAL ALLOCATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23578.790 PIMCO LOW DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc398231.328 PIMCO LOW DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4400.461 TOUCHSTONE ULTRA SHORT DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc549328.764 TOUCHSTONE ULTRA SHORT DURATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625000 BANK AMERICA CORP MKT INDEX TARGET TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75000 BANK OF AMERICA SPX 3/28/14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CASH IN LIEU VARIOUS FRACTIONAL SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0273286
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05057
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0220980
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02773570
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02552590
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02773570
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05762
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt02971368
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0702444
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0702444
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0335275
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt054303
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0141749
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt089985
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt087446
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0282425
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02089922
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02243075
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02240046
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt023
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05847
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01850146
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02071126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt037431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0448897
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0448897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02552613
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02779417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02971368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt023
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05847
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02552613
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02779417
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02552590
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02773570
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02778454
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0143001
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02635453
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041677
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136839
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02736777
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02778454
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BLAIR MANKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01005 EL CAMINO REAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ARROYO GRANDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd093420
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt069876
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0276733
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt057076
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt092834
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt056947
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt059395
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0235224
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt048515
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt078909
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt048405
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0134600
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0539757
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0135000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0131006
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0139151
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0134600
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0539757
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0135000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0131006
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0139151
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt02971368
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt011751194
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt02980589
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt02921712
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt02877525
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/CurrentYearAmt02971368
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt011751194
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt02980589
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt02921712
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt02877525
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0135137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0138518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0134017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0130062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0138515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0133369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0131727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02736777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02720542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02660128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02632839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02803292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02713344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0134600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24689
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0134600
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0134600
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0134600
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01005 EL CAMINO REAL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARROYO GRANDE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093420
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,779,417
Liabilities
$5,847
Net assets
$2,773,570
Revenue
$374,278
Expenses
$153,298
Net income
$220,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.20$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.12$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.06$0.16$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.00$0.16$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.15$0.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.09$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.09$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.05$0.17$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.01$2.77$0.37$0.15$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.11$0.15$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.15