Civic Intelligence

Opportunity Foundation of Sonoma County

990EZ • Fiscal year 2023 • EIN 85-1171751

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 26, 2024

PO Box 11741Santa Rosa, CA 95406

(707) 483-4502

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.17x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

5th percentile

-80%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-49%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$5,296

Down $20,753 (-80%) from 2022

Net Assets

Down

$4,382

Down $21,667 (-83%) from 2022

Liabilities

Up

$914

Up $914 from 2022

Revenue

Down

$60,960

Down $57,701 (-49%) from 2022

Expenses

Down

$82,627

Down $12,556 (-13%) from 2022

Net Income

Down

-$21,667

Down $45,145 (-192%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2020: $155Net Assets 2020: $1552020Assets 2021: $2,571Liabilities 2021: $0Net Assets 2021: $2,5712021Assets 2022: $26,049Liabilities 2022: $0Net Assets 2022: $26,0492022Assets 2023: $5,296Liabilities 2023: $914Net Assets 2023: $4,3822023Assets 2024: $1,260Net Assets 2024: $1,2602024

Highlighted filing

2023

Assets$5,296
Liabilities$914
Net Assets$4,382

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2020: $5,801Expenses 2020: $5,646Net Income 2020: $1552020Revenue 2021: $14,332Expenses 2021: $11,916Net Income 2021: $2,4162021Revenue 2022: $118,661Expenses 2022: $95,183Net Income 2022: $23,4782022Revenue 2023: $60,960Expenses 2023: $82,627Net Income 2023: -$21,6672023Revenue 2024: $44,769Expenses 2024: $47,891Net Income 2024: -$3,1222024

Highlighted filing

2023

Revenue$60,960
Expenses$82,627
Net Income-$21,667
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$72,377
Mission and Program Overview

Mission

To raise funds to assist micro small businesses with financial hardships in sonoma county.

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS TO ASSIST MICRO SMALL BUSINESSES WITH FINANCIAL HARDSHIPS IN SONOMA COUNTY.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINA LOPEZCFOPT$0--
ALMA MAGALLONDirector-$0--
LARRY HILLIXVice President-$0--
Filing and Contact Details

Filer

Filer Name
Opportunity Foundation of Sonoma County
EIN
85-1171751
Phone
7074834502
Address
PO BOX 11741, SANTA ROSA, CA 95406

Signing Officer

Name
Christina Lopez
Title
CFO
Signed
2024-11-26
Discuss with paid preparer
Yes

Preparer

Firm
Christensen Accountancy Corporation
Address
1017 COLLEGE AVE, SANTA ROSA, CA 95404
Preparer
Daniel J Christensen Jr CPA
Phone
7075468512
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: MINI GRANTS | Donee's Address: SANTA ROSA SANTA ROSA CA 95406 | Cash Amount Given: $54177

Other Expenses.1001

Advertising and Promotion $517

Other Expenses.1002

Office Expenses $692

Other Expenses.1009

Depreciation $1002

Other Expenses.1012

Insurance $1005

Other Expenses.1

Dues & subcriptions $1697

Other Expenses.2

TRAINING/SEMINARS $909

Other Expenses.3

MEETING EXPENSE $888

Other Expenses.4

Insurance-workers comp $824

Other Expenses.6

MARKETING $259

Other Expenses.7

FUEL $175

Other Expenses.8

PAYROLL FEES $138

Other Expenses.9

PARKING $103

Other Assets.1002

Furniture and Fixtures - Beginning $485 Furniture and Fixtures - Ending $412

Other Assets.1003

Machinery and Equipment - Beginning $2558 Machinery and Equipment - Ending $1629

Other Assets.1009

Notes and Loans Receivable - Beginning $1000 Notes and Loans Receivable - Ending $0

Total Liabilities.1

N/P SALLY LOPEZ - Beginning $0 N/P SALLY LOPEZ - Ending $914

Statement Note 1

THE NON-PROFIT ORGANIZATION FILED AND MAILED IN THE ORIGINAL INCOME TAX RETURN FORM 990EZ ON 06/21/24 BECAUSE IT WAS REJECTED BY E-FILE DUE TO Reject: Error R0000-922-01: Filer's EIN and Name Control in the Return Header must match data in the e-File database. WE HAVE CONTACTED THE IRS AND THEY STATED TO RETRY TO E-FILE WITH THE CORRECT NAME CHANGE. WE ARE KINDLY REQUESTING TO HAVE ANY PENALTIES AND INTEREST WAIVED TO DO THE FACTS MENTIONED HERE. THANK YOU.

Raw XML Appendix168 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTINA LOPEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum07074834502
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 11741
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA ROSA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022006
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IRS990EZ/ContributionsGiftsGrantsEtcAmt066975
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-21667
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IRS990EZ/GrossReceiptsAmt072377
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04382
IRS990EZ/OccupancyRentUtltsAndMaintAmt07101
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTINA LOPEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALMA MAGALLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LARRY HILLIX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04043
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02041
IRS990EZ/OtherExpensesTotalAmt08209
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS TO ASSIST MICRO SMALL BUSINESSES WITH FINANCIAL HARDSHIPS IN SONOMA COUNTY.
IRS990EZ/PrintingPublicationsPostageAmt0324
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS TO ASSIST MICRO SMALL BUSINESSES WITH FINANCIAL HARDSHIPS IN SONOMA COUNTY.
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt0-6015
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0914
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082627
IRS990EZ/TotalRevenueAmt060960
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NON-PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0125000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01350
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0125000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0195107
IRS990ScheduleA/TotalSupportAmt0195107
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: MINI GRANTS | Donee's Address: SANTA ROSA SANTA ROSA CA 95406 | Cash Amount Given: $54177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $517
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $1002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES & SUBCRIPTIONS $1697
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRAINING/SEMINARS $909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETING EXPENSE $888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE-WORKERS COMP $824
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MARKETING $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FUEL $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAYROLL FEES $138
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PARKING $103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Furniture and Fixtures - Beginning $485 Furniture and Fixtures - Ending $412
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Machinery and Equipment - Beginning $2558 Machinery and Equipment - Ending $1629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Notes and Loans Receivable - Beginning $1000 Notes and Loans Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16N/P SALLY LOPEZ - Beginning $0 N/P SALLY LOPEZ - Ending $914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17THE NON-PROFIT ORGANIZATION FILED AND MAILED IN THE ORIGINAL INCOME TAX RETURN FORM 990EZ ON 06/21/24 BECAUSE IT WAS REJECTED BY E-FILE DUE TO Reject: Error R0000-922-01: Filer's EIN and Name Control in the Return Header must match data in the e-File database. WE HAVE CONTACTED THE IRS AND THEY STATED TO RETRY TO E-FILE WITH THE CORRECT NAME CHANGE. WE ARE KINDLY REQUESTING TO HAVE ANY PENALTIES AND INTEREST WAIVED TO DO THE FACTS MENTIONED HERE. THANK YOU.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Statement Note 1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINA LOPEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPPORTUNITY FOUNDATION OF SONOMA COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0OPP
ReturnHeader/Filer/EIN0851171751
ReturnHeader/Filer/PhoneNum07074834502
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11741
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942470661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTENSEN ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01017 COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095404
ReturnHeader/PreparerPersonGrp/PhoneNum07075468512
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J CHRISTENSEN JR CPA
ReturnHeader/ReturnTs02024-11-26T16:44:53-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings