Civic Intelligence

Surf and Turf Therapy

990 • Fiscal year 2022 • EIN 84-2094103

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profilesurfandturftherapy.org
31441 Avenida De La VistaSan Juan Capistrano, CA 92675

(949) 312-7227

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

38th percentile

0.01x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$72,554

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

38%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$362,148

Up $134,106 (+59%) from 2021

Net Assets

Up

$359,333

Up $145,947 (+68%) from 2021

Liabilities

Down

$2,815

Down $11,841 (-81%) from 2021

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin76th percentile

Revenue

Up

$562,442

Up $154,350 (+38%) from 2021

Expenses

Up

$415,781

Up $168,242 (+68%) from 2021

Net Income

Down

$146,661

Down $13,892 (-8.7%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$600K$400K$200K$0Assets 2019: $37,544Net Assets 2019: $37,5442019Assets 2020: $61,766Liabilities 2020: $0Net Assets 2020: $61,7662020Assets 2021: $228,042Liabilities 2021: $14,656Net Assets 2021: $213,3862021Assets 2022: $362,148Liabilities 2022: $2,815Net Assets 2022: $359,3332022Assets 2023: $454,011Liabilities 2023: $8,552Net Assets 2023: $445,4592023Assets 2024: $548,680Liabilities 2024: $6,149Net Assets 2024: $542,5312024

Highlighted filing

2022

Assets$362,148
Liabilities$2,815
Net Assets$359,333
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

$800K$600K$400K$200K$0Revenue 2019: $87,959Expenses 2019: $53,915Net Income 2019: $34,0442019Revenue 2020: $162,861Expenses 2020: $138,639Net Income 2020: $24,2222020Revenue 2021: $408,092Expenses 2021: $247,539Net Income 2021: $160,5532021Revenue 2022: $562,442Expenses 2022: $415,781Net Income 2022: $146,6612022Revenue 2023: $585,787Expenses 2023: $487,217Net Income 2023: $98,5702023Revenue 2024: $660,099Expenses 2024: $516,989Net Income 2024: $143,1102024

Highlighted filing

2022

Revenue$562,442
Expenses$415,781
Net Income$146,661
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$569,489
Mission and Program Overview

Mission

Bettering lives through alternative therapeutic activities

To better lives through nontraditional therapeutic activities regardless of financial need

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$170,000-
Savings and Temporary Cash Investments$137,752$78,043▼ $59,709
Cash and Non-Interest-Bearing Accounts$42,931$76,610▲ $33,679
Land, Buildings, and Equipment, Net$47,359$37,495▼ $9,864
Total Assets$228,042$362,148▲ $134,106
Liabilities
Unsecured Notes Loans Payable$13,800--
Accounts Payable and Accrued Expenses$856$2,815▲ $1,959
Total Liabilities$14,656$2,815▼ $11,841
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$213,386$359,333▲ $145,947
Total Net Assets Fund Balance$213,386$359,333▲ $145,947
Total Liabilities and Net Assets / Fund Balance$228,042$362,148▲ $134,106

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,566$1,934-
Equipment$26,929$13,465-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jillian StewartExecutive DirectorFT$72,554$72,554

Board Members and Trustees

NameTitle
Michael MannielloChairman
Danica EzorDirector
Danielle OuelletteDirector
Darlene RudkinDirector
Dave MyrickDirector
Greg LopezDirector
Staci StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$245,905
Program Service Revenue
$290,902
Investment Income
$0
Other Revenue
$25,635
All Other Contributions
$182,080
Change in Net Assets
$146,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$222,861
Other Expenses$148,374
Grants and Similar Amounts Paid$44,546
Total Fundraising Expense$24,263
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$125,076--$125,076
Current Officers, Directors, Trustees, and Key Employees$60,945$7,981$3,628$72,554
Grants to Domestic Individuals$44,546--$44,546
Occupancy$24,700--$24,700
Payroll Taxes$15,221$595$270$16,086
Fees for Services Other$12,544$2,554-$15,098
All Other Expenses$2,625$615$8,954$12,194
Depreciation Depletion$9,864--$9,864
Other Employee Benefits$8,596$366$183$9,145
Office Expenses$3,407$1,837$3,507$8,751
Advertising$3,070-$5,680$8,750
Other Expenses$6,193$6,041$2,041$8,082
Insurance$7,795--$7,795
Fees for Services Legal-$1,141-$1,141
Total Functional Expenses$370,388$21,130$24,263$415,781
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,746
Fundraising Direct Expenses$7,047
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chukkers$67,904$28,454$18$28,436
Movie$13,867$3,292$80$3,212
Total Events$81,771$31,746$7,047$24,699
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 2

“Jillian Stewart and Staci Stewart are daugther and mother”

Part VI Line 8A

“Minutes are documented and distributed regularly”

Part VI Line 11B

“990 is distributed to and reviewed by board members”

Part VI Line 12C

“Conflicts of interest are very unlikely, but are discussed”

Part VI Line 12C

“occasionally at board meetings”

Part VI Line 19

“Policies and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Surf and Turf Therapy
EIN
84-2094103
In Care Of
% Jillian Stewart
Phone
9493127227
Address
31441 Avenida De La Vista, San Juan Capistrano, CA 92675

Signing Officer

Name
Jillian Stewart
Title
Executive Director
Phone
9493127227
Signed
2023-05-11

Organization Details

Principal Officer
Jillian Stewart
Formed
2019
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
9
Volunteers
85
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IRS990ScheduleD/EquipmentGrp/BookValueAmt026929
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013465
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt040394
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010566
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01934
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt012500
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt037495
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Movie
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt024699
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt018
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02018
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jillian Stewart and Staci Stewart are daugther and mother
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Minutes are documented and distributed regularly
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 is distributed to and reviewed by board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conflicts of interest are very unlikely, but are discussed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4occasionally at board meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Policies and financial statements are available upon request
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0245905
IRS990/TotalEmployeeCnt09
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021130
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0370388
IRS990/TotalFunctionalExpensesGrp/TotalAmt0415781
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt02815
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IRS990/TotalProgramServiceExpensesAmt0370388
IRS990/TotalProgramServiceRevenueAmt0290902
IRS990/TotalReportableCompFromOrgAmt072554
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0291838
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0562442
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0San Juan Capistrano
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,148
Liabilities
$2,815
Net assets
$359,333
Revenue
$562,442
Expenses
$415,781
Net income
$146,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.06$5.43$6.60$5.17$1.43
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.09$4.45$5.86$4.87$0.99
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.59$5.62$4.16$1.47
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.15$2.13$4.08$2.48$1.61
2020Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$1.63$1.39$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.88$0.54$0.34