Civic Intelligence

Real Estate Foundation of San Luis

EIN 80-0383894 • 501(c)3 • San Luis Obispo, CA

Profile

Earnings are used to support the community foundation san luis obispo county.

550 Dana StreetSan Luis Obispo, CA 93401

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.44x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

18.09x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

21st percentile

-26%

Higher net margin than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

99th percentile

$140,915

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 1435.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-0.5%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-98%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$409,371

Down $5,267 (-1.3%) from 2023

Liabilities

Flat

$176,891

Flat from 2023

Net Assets

Down

$232,480

Down $5,267 (-2.2%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin21st percentile

Revenue

Up

$635,728

Up $37,795 (+6.3%) from 2023

Expenses

Up

$99,130

Up $57,926 (+141%) from 2023

Net Income

Down

$536,598

Down $20,131 (-3.6%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,030,974Liabilities 2011: $18,000Net Assets 2011: $1,012,9742011Assets 2012: $436,602Liabilities 2012: $0Net Assets 2012: $436,6022012Assets 2013: $291,430Liabilities 2013: $0Net Assets 2013: $291,4302013Assets 2014: $612,051Liabilities 2014: $54Net Assets 2014: $611,9972014Assets 2015: $3,180,979Liabilities 2015: $0Net Assets 2015: $3,180,9792015Assets 2016: $3,053,512Liabilities 2016: $0Net Assets 2016: $3,053,5122016Assets 2017: $583,255Liabilities 2017: $0Net Assets 2017: $583,2552017Assets 2018: $977,909Liabilities 2018: $350,000Net Assets 2018: $627,9092018Assets 2019: $1,311,759Liabilities 2019: $350,000Net Assets 2019: $961,7592019Assets 2020: $804,563Liabilities 2020: $350,090Net Assets 2020: $454,4732020Assets 2021: $776,286Liabilities 2021: $350,000Net Assets 2021: $426,2862021Assets 2022: $769,877Liabilities 2022: $350,000Net Assets 2022: $419,8772022Assets 2023: $414,638Liabilities 2023: $176,891Net Assets 2023: $237,7472023Assets 2024: $409,371Liabilities 2024: $176,891Net Assets 2024: $232,4802024

Highlighted filing

2024

Assets$409,371
Liabilities$176,891
Net Assets$232,480
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $860,067Expenses 2011: $12,852Net Income 2011: $847,2152011Revenue 2012: $137,450Expenses 2012: $37,812Net Income 2012: $99,6382012Revenue 2013: $14,938Expenses 2013: $1,613Net Income 2013: $13,3252013Revenue 2014: $340,228Expenses 2014: $1,314Net Income 2014: $338,9142014Revenue 2015: $2,479,504Expenses 2015: $5,363Net Income 2015: $2,474,1412015Revenue 2016: $35,663Expenses 2016: $27,963Net Income 2016: $7,7002016Revenue 2017: $18,636Expenses 2017: $209,709Net Income 2017: -$191,0732017Revenue 2018: $425,268Expenses 2018: $46,316Net Income 2018: $378,9522018Revenue 2019: $576,066Expenses 2019: $4,364Net Income 2019: $571,7022019Revenue 2020: -$44,460Expenses 2020: $69,328Net Income 2020: -$113,7882020Revenue 2021: $17,290Expenses 2021: $2,045Net Income 2021: $15,2452021Revenue 2022: $17,290Expenses 2022: $7,905Net Income 2022: $9,3852022Revenue 2023: $597,933Expenses 2023: $41,204Net Income 2023: $556,7292023Revenue 2024: $635,728Expenses 2024: $99,130Net Income 2024: $536,5982024

Highlighted filing

2024

Revenue$635,728
Expenses$99,130
Net Income$536,598
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,371
Liabilities
$176,891
Net assets
$232,480
Revenue
$635,728
Expenses
$99,130
Net income
$536,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.41$0.18$0.23$0.64$0.10$0.54
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.18$0.24$0.60$0.04$0.56
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.35$0.42$0.02$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.78$0.35$0.43$0.02$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.35$0.45$0.04$0.07$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.35$0.96$0.58$0.00$0.57
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.35$0.63$0.43$0.05$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.02$0.21$0.19
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.04$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$2.48$0.01$2.47
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.34$0.00$0.34
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.14$0.04$0.10
2011Summary only. Only limited summary data is available for this year.$1.03$0.02$1.01$0.86$0.01$0.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$2,388,728
Mission and Program Overview

Mission

Earnings are used to support the community foundation san luis obispo county.

To conduct & support activities for the benefit of the community foundation san luis obispo county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$350,000$350,000→ $0
Cash and Non-Interest-Bearing Accounts$64,638$59,371▼ $5,267
Total Assets$414,638$409,371▼ $5,267
Liabilities
Other Liabilities$175,000$175,000→ $0
Accounts Payable and Accrued Expenses$1,891$1,891→ $0
Total Liabilities$176,891$176,891→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$173,109$173,109→ $0
Net Assets Without Donor Restrictions$64,638$59,371▼ $5,267
Total Net Assets Fund Balance$237,747$232,480▼ $5,267
Total Liabilities and Net Assets / Fund Balance$414,638$409,371▼ $5,267
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Gwen ErskinePresident
Steve MccartyVice President
Ben McadamsDirector
D Michael PatrickDirector
Heidi McphersonDirector
Jeanne HelphenstineDirector
Kevin IrotDirector
Paul ReadyDirector
Ty GreenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$494,667
Program Service Revenue
$1,496
Investment Income
$139,565
Other Revenue
$0
All Other Contributions
$494,667
Change in Net Assets
$536,598

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$494,667Fair Market Value (FMV)
Total Noncash Contributions2$494,667-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Information Technology-$2,819-$2,819
Fees for Services Accounting-$2,500-$2,500
Fees for Services Legal-$1,228-$1,228
Other Expenses$92,267$216-$216
Insurance-$100-$100
Total Functional Expenses$92,267$6,863$0$99,130
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Santa Barbara Foundation$175,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 review process foundation's chief financial officer and board of directors review tax return prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Explanation of monitoring and enforcement of conflict of interest policy. Applicable individuals complete and sign a written conflict of interest disclosure document annually.”

Form 990, Part VI, Section C, Line 19

“A public disclosure copy of the organization's bylaws and policies are available upon request. Audited financial statements are consolidated with a related organization. Those consolidated audited financial statements are available on the related organization's website and upon request.”

Filing and Contact Details

Filer

Filer Name
Real Estate Foundation of San Luis
EIN
80-0383894
Phone
8055432323
Address
550 DANA STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Gwen Erskine
Title
President
Phone
8052399566
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gwen Erskine
Formed
2009
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Caliber Audit & Attest Llp
Address
805 AEROVISTA PLACE SUITE 103, SAN LUIS OBISPO, CA 93401
Preparer
Kimberlyn Spiller
Phone
8058880240
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Distribution to the community foundation san luis obispo county -541,865.”

FORM 990, PART XI, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:

“The oversight process by the board of directors did not change this year.”

Financial Statement Notes

PART X, LINE 2:

“From audited financial statements footnote: the foundation's activities are generally exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and section 23701(d) of the california franchise tax code. Since the foundation is exempt from federal and state income tax liability, no provision is made for current or deferred income tax expense. For the years ended december 31, 2024 and 2023, management of the foundation is not aware of any material uncertain tax positions to be accounted for in the consolidated financial statements under the principles of the income taxes topic of the financial accounting standards board (fasb) accounting standards codification (asc). The foundation recognizes interest and penalties, if any, related to unrecognized tax benefits in interest expense. All tax exempt entities are subject to review and audit by federal, state and other applicable agencies. Such agencies may review the taxability of unrelated business income, or the qualification of the tax-exempt entity under the internal revenue code and applicable state statutes.”

Raw XML AppendixShowing 400 of 474 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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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01496
IRS990/PYRevenuesLessExpensesAmt0556729
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt041204
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0597933
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0536598
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01496
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0770496500
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0541865
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0541865
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/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0175000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO SANTA BARBARA FOUNDATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FROM AUDITED FINANCIAL STATEMENTS FOOTNOTE: THE FOUNDATION'S ACTIVITIES ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. SINCE THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAX EXPENSE. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, MANAGEMENT OF THE FOUNDATION IS NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS UNDER THE PRINCIPLES OF THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC). THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. ALL TAX EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0175000
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt06044
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0218700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt06742
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0HEIDI MCPHERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0231486
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PROCEEDS FROM TWO PROPERTIES SOLD NET OF CHARITABLE REMAINDER TRUST LI
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0494667
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SALE OF 446 LUNETA DRIVE, SAN LUIS OBISPO, CA 93045
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1SALE OF 1615 17TH STREET, LOS OSOS, CA 93402
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0MOUNTAIN VIEW PROPERTY DEVELOPMENT LLC
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt1MICKEY SENSEBACH
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02024-11-01
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt12024-09-10
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01125000
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt1760000
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0SALE PRICE THROUGH ESCROW
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt1SALE PRICE THROUGH ESCROW
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0446 LUNETA DRIVE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt11615 17TH STREET
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1LOS OSOS
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd093405
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd193402
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEW PROCESS FOUNDATION'S CHIEF FINANCIAL OFFICER AND BOARD OF DIRECTORS REVIEW TAX RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY. APPLICABLE INDIVIDUALS COMPLETE AND SIGN A WRITTEN CONFLICT OF INTEREST DISCLOSURE DOCUMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE CONSOLIDATED WITH A RELATED ORGANIZATION. THOSE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE RELATED ORGANIZATION'S WEBSITE AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISTRIBUTION TO THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY -541,865.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OVERSIGHT PROCESS BY THE BOARD OF DIRECTORS DID NOT CHANGE THIS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0770496500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO BUILD AN ENDOWMENT & USE EARNINGS TO MAKE GRANTS TO NON-PROFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0550 DANA STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0541865
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DISBURSED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION OF SAN LUIS OBISPO COUNTY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

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