Civic Intelligence

Rio Surf and Sands

EIN 83-0349282 • 501(c)7 • Soquel, CA

990-N CoverageNTEE S22

Profile

Management and maintenance of common area for a 53 unit California homeowner association.

2425 Porter Street 15Soquel, CA 95073

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2023

Net Margin

42nd percentile

1.3%

Higher net margin than 42% of similar nonprofits.

NTEE S • <$500k nonprofits • Source year 2023

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.

NTEE S • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets68th percentile

Assets

$50,163

No earlier filing loaded for comparison.

Liabilities

$1,083

No earlier filing loaded for comparison.

Net Assets

$49,080

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue68th percentileNet Margin42nd percentile

Revenue

$76,946

No earlier filing loaded for comparison.

Expenses

$75,908

No earlier filing loaded for comparison.

Net Income

$1,038

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2023: $50,163Liabilities 2023: $1,083Net Assets 2023: $49,0802023

Highlighted filing

2023

Assets$50,163
Liabilities$1,083
Net Assets$49,080
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0Revenue 2023: $76,946Expenses 2023: $75,908Net Income 2023: $1,0382023

Highlighted filing

2023

Revenue$76,946
Expenses$75,908
Net Income$1,038
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,163
Liabilities
$1,083
Net assets
$49,080
Revenue
$76,946
Expenses
$75,908
Net income
$1,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$50.2$1.08$49.1$76.9$75.9$1.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Gross Receipts
$76,946
Mission and Program Overview

Mission

Management and maintenance of common area for a 53 unit California homeowner association.

Program Services

DescriptionGrantsExpenses
Management and maintenance of common area for a 53 unit California homeowner association.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adele PetersonPresident-$0--
Richard NelsonVice President-$0--
Theresa BundySecretary-$0--
Chris BoothTreasurer-$0--
Kevin HuberDirector-$0--
Carl PetersonDirector-$0--
Vivek ThakkarDirector-$0--
Sonel PuriDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rio Surf And Sands
EIN
83-0349282
Phone
8314759100
Address
2425 Porter Street 15, Soquel, CA 95073

Signing Officer

Name
Adele Peterson
Title
President
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Levy Erlanger & Company LLP
Address
100 Montgomery St Ste 715, San Francisco, CA 94104
Preparer
William S Erlanger
Phone
4159819350
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Membership expenses $75908”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1999”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $408 Accounts Payable and Accrued Expenses - Ending $1083”

Raw XML Appendix138 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Amy King
IRS990EZ/BooksInCareOfDetail/PhoneNum08314759100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02425 Porter Street Suite 15
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Soquel
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095073
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053572
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt048164
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075114
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01038
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Adele Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Richard Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Theresa Bundy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Chris Booth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kevin Huber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Carl Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Vivek Thakkar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Sonel Puri
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01999
IRS990EZ/OtherChangesInNetAssetsAmt0-5122
IRS990EZ/OtherExpensesTotalAmt075908
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Management and maintenance of common area for a 53 unit California homeowner association.
IRS990EZ/ProgramServiceRevenueAmt01800
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Management and maintenance of common area for a 53 unit California homeowner association.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0408
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01083
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt076946
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership expenses $75908
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $1999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $408 Accounts Payable and Accrued Expenses - Ending $1083
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessNameControlTxt0RIOS
ReturnHeader/Filer/EIN0830349282
ReturnHeader/Filer/PhoneNum08314759100
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ReturnHeader/Filer/USAddress/CityNm0Soquel
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ReturnHeader/Filer/USAddress/ZIPCd095073
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943305207
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 Montgomery St Ste 715
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-03T05:52:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Adele
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Peterson
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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