Civic Intelligence

Smart Share Housing Solutions Inc.

EIN 82-3151265 • 501(c)3 • San Luis Obispo, CA

Pub. 78 Eligible990-N Coverage

Profile

Expanding community housing stock

P O Box 15034San Luis Obispo, CA 93406-5034

www.smartsharehousingsolutions.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

78th percentile

24%

Higher net margin than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

67%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$364,977

Down $55,418 (-13%) from 2023

Liabilities

Down

$254,662

Down $68,955 (-21%) from 2023

Net Assets

Up

$110,315

Up $13,537 (+14%) from 2023

Revenue

Down

$135,727

Down $68,997 (-34%) from 2023

Expenses

Down

$127,755

Down $62,999 (-33%) from 2023

Net Income

Down

$7,972

Down $5,998 (-43%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2018: $18,212Liabilities 2018: $22,209Net Assets 2018: -$3,9972018Assets 2019: $57,385Liabilities 2019: $24,993Net Assets 2019: $32,3922019Assets 2020: $69,485Liabilities 2020: $31,467Net Assets 2020: $38,0182020Assets 2021: $83,313Liabilities 2021: $10,818Net Assets 2021: $72,4952021Assets 2022: $440,647Liabilities 2022: $352,273Net Assets 2022: $88,3742022Assets 2023: $420,395Liabilities 2023: $323,617Net Assets 2023: $96,7782023Assets 2024: $364,977Liabilities 2024: $254,662Net Assets 2024: $110,3152024

Highlighted filing

2024

Assets$364,977
Liabilities$254,662
Net Assets$110,315

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2018: $80,422Expenses 2018: $101,080Net Income 2018: -$20,6582018Revenue 2019: $133,424Expenses 2019: $97,035Net Income 2019: $36,3892019Revenue 2020: $85,244Expenses 2020: $79,618Net Income 2020: $5,6262020Revenue 2021: $142,385Expenses 2021: $107,908Net Income 2021: $34,4772021Revenue 2022: $151,585Expenses 2022: $135,706Net Income 2022: $15,8792022Revenue 2023: $204,724Expenses 2023: $190,754Net Income 2023: $13,9702023Revenue 2024: $135,727Expenses 2024: $127,755Net Income 2024: $7,9722024

Highlighted filing

2024

Revenue$135,727
Expenses$127,755
Net Income$7,972

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$135,727
Mission and Program Overview

Mission

Expanding community housing stock

See Schedule O

Program Services

DescriptionGrantsExpenses
Waterman Village development moved forward with approval of plans by three City of San Luis Obispo review bodies. The final plans will go to the City of San Luis Obispo City Council in early 2025$60,848$54,201
HomeShare SLO matched 7 new clients in 5 homeshares and ended 2024 with a matched client portfolio of 52 persons in 26 homeshare matches. 2024 saw direct income to providers of 181,450 and rent savings to seekers of 243,350.$25,921$33,270
ADU-SLO presented 16 workshop trainings, small home tours and upwards of 40 backyard feasibility visits educating more than 300 County residents on how to build an Accessory Dwelling Unit or Tiny Home on Wheels on their property.$26,300$21,198
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne WyattExecutive DirectorPT$30,294-$30,294
Joanna Balsama-LilienChairPT$0--
Lisa Gonzalez EACFOPT$0--
Celeste GoyerSecretaryPT$0--
Marianne KennedyPast Chair-$0--
Erik Berg-JohansenDirector-$0--
Grace Crittenden MDDirector-$0--
Carl MeissnerDirector-$0--
Adam ClarkDirector-$0--
Filing and Contact Details

Filer

Filer Name
Smart Share Housing Solutions Inc
EIN
82-3151265
Phone
8054413386
Address
P O Box 15034, San Luis Obispo, CA 93406-5034

Signing Officer

Name
Elizabeth F Gonzalez
Title
Treasurer
Phone
8054413386
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Controller-on-Call
Address
4211 Broad Street Ste C, San Luis Obispo, CA 93401
Preparer
Elizabeth F Gonzalez EA
Phone
8055442895
Supplemental Narrative

Additional Explanations

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

Supplies 88

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

Telephone 497

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

Marketing Promotion 1,827

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

Background Screening 1,577

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

Software 704

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

Insurance 3,743

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

Dues Subscriptions 23

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

Staff Development 35

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

Credit Card Fees 210

Form 990-EZ, Part I, Line 20, Net Assets

Prior Year Adjustment 5,565

Form 990-EZ, Part II, Line 24, Other Assets

Accounts Receivable Beginning of year 62,500, End of year 0

Form 990-EZ, Part II, Line 24, Other Assets

Prepaid Insurance Beginning of year 3,482, End of year 3,837

Form 990-EZ, Part II, Line 24, Other Assets

Workers Comp Insurance Deposit Beginning of year 355, End of year 355

Form 990-EZ, Part II, Line 26, Liabilities

Accounts Payable Beginning of year 3,712, End of year 544

Form 990-EZ, Part II, Line 26, Liabilities

Restricted Waterman Village Reserves Beginning of year 248,381, End of year 248,381

Form 990-EZ, Part II, Line 26, Liabilities

Deferred Government Grant Income less Direct Deposit Liabilities 2,101 Beginning of year 9,317, End of year 4,353

Form 990-EZ, Part II, Line 26, Liabilities

Payroll Tax Liabilities Beginning of year 2,207, End of year 1,384

Form 990-EZ, Part II, Line 26, Liabilities

Deferred SLO County ARPA Grant Beginning of year 50,000, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Deferred Must Grant Beginning of year 10,000, End of year 0

Form 990-EZ, Part III, Line 1

Organizations Mission to provide housing solutions by connecting people with home sharing and co-living collaborations, advising on the construction of Accessory Dwelling Units ADUs, and working with the City of San Luis Obispo, construct 20 affordable tiny homes on property owned by the City located in the Downtown area at 466 Dana Street

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Organizations Mission to provide housing solutions by connecting people with home sharing and co-living collaborations, advising on the construction of Accessory Dwelling Units ADUs, and working with the City of San Luis Obispo, construct 20 affordable tiny homes on property owned by the City located in the Downtown area at 466 Dana Street
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part III, Line 1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth F Gonzalez EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T12:28:32-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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