Civic Intelligence

Dixieland Monterey a California Corporation

990 • Fiscal year 2020 • EIN 94-2854001

May 01, 2019 to Apr 30, 2020 • Filed on Sep 14, 2020

177 Webster Street 206Monterey, CA 93940

(831) 763-0926

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-1.2%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

40th percentile

-25%

Faster revenue growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$438,596

Down $892 (-0.2%) from 2019

Net Assets

Down

$438,596

Down $892 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$72,531

Down $23,779 (-25%) from 2019

Expenses

Up

$73,423

Up $1,017 (+1.4%) from 2019

Net Income

Down

-$892

Down $24,796 (-104%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $25,532Liabilities 2011: $0Net Assets 2011: $25,5322011Assets 2012: $27,376Liabilities 2012: $02012Assets 2013: $44,833Liabilities 2013: $0Net Assets 2013: $44,8332013Assets 2014: $36,962Liabilities 2014: $0Net Assets 2014: $36,9622014Assets 2015: $430,943Liabilities 2015: $0Net Assets 2015: $430,9432015Assets 2016: $462,466Net Assets 2016: $462,4662016Assets 2017: $448,217Net Assets 2017: $448,2172017Assets 2018: $415,584Net Assets 2018: $415,5842018Assets 2019: $439,488Liabilities 2019: $0Net Assets 2019: $439,4882019Assets 2020: $438,596Liabilities 2020: $0Net Assets 2020: $438,5962020Assets 2021: $435,108Net Assets 2021: $435,1082021Assets 2022: $419,572Liabilities 2022: $8,906Net Assets 2022: $410,6662022Assets 2023: $402,743Liabilities 2023: $11,334Net Assets 2023: $391,4092023Assets 2024: $402,950Liabilities 2024: $4,061Net Assets 2024: $398,8892024Assets 2025: $402,431Liabilities 2025: $83Net Assets 2025: $402,3482025

Highlighted filing

2020

Assets$438,596
Liabilities$0
Net Assets$438,596

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $11,6092011Revenue 2012: $12,535Expenses 2012: $10,691Net Income 2012: $1,8442012Revenue 2013: $29,221Expenses 2013: $11,764Net Income 2013: $17,4572013Revenue 2014: $6,339Expenses 2014: $14,210Net Income 2014: -$7,8712014Revenue 2015: $503,564Expenses 2015: $109,583Net Income 2015: $393,9812015Revenue 2016: $103,477Expenses 2016: $71,954Net Income 2016: $31,5232016Revenue 2017: $55,057Expenses 2017: $69,306Net Income 2017: -$14,2492017Revenue 2018: $45,906Expenses 2018: $78,539Net Income 2018: -$32,6332018Revenue 2019: $96,310Expenses 2019: $72,406Net Income 2019: $23,9042019Revenue 2020: $72,531Expenses 2020: $73,423Net Income 2020: -$8922020Revenue 2021: $22,662Expenses 2021: $26,150Net Income 2021: -$3,4882021Revenue 2022: $27,434Expenses 2022: $51,876Net Income 2022: -$24,4422022Revenue 2023: $222,706Expenses 2023: $241,963Net Income 2023: -$19,2572023Revenue 2024: $276,585Expenses 2024: $269,105Net Income 2024: $7,4802024Revenue 2025: $292,155Expenses 2025: $312,498Net Income 2025: -$20,3432025

Highlighted filing

2020

Revenue$72,531
Expenses$73,423
Net Income-$892
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Sep 14, 2020
Return Version
2019v5.0
Gross Receipts
$214,814
Mission and Program Overview

Mission

Presentation of dixieland music to the public

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$439,488$438,596▼ $892
Investments in Publicly Traded Securities$356,974$358,728▲ $1,754
Savings and Temporary Cash Investments$70,524$77,491▲ $6,967
Cash and Non-Interest-Bearing Accounts$11,990$2,377▼ $9,613
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$439,488$438,596▼ $892
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$439,488$438,596▼ $892
Total Liabilities and Net Assets / Fund Balance$439,488$438,596▼ $892

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,006$4,006
Compensation and Service Providers

Board Members and Trustees

NameTitle
Julian BillsPresident
Judy SaleenVice President
Donnelle SquiresSecretary
Wendy FranscioniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,651
Program Service Revenue
$0
Investment Income
$12,537
Other Revenue
$21,343
All Other Contributions
$38,651
Change in Net Assets
$-892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,423
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
Advertising$14,473$7,128-$21,601
All Other Expenses$4,939$2,431-$7,370
Office Expenses$2,799$1,378-$4,177
Fees for Service Investment Mgmnt Fees$2,557$1,259-$3,816
Other Expenses$2,471$1,217-$3,688
Insurance$1,520$749-$2,269
Fees for Services Accounting$757$373-$1,130
Total Functional Expenses$49,195$24,228$0$73,423
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$163,626
Fundraising Direct Expenses$142,283
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fund Raising Events$163,626$163,626$142,283$21,343
Total Events$163,626$163,626$142,283$21,343
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Treasurer reviewed detail with accountant.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Copy available upon request.

Filing and Contact Details

Filer

Filer Name
Dixieland Monterey
EIN
94-2854001
Phone
8317630926
Address
177 WEBSTER STREET 206, MONTEREY, CA 93940

Signing Officer

Name
Julian Bills
Title
President
Phone
8317630926
Signed
2020-09-14
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Brooks M Fiske CPA Inc
Address
1093 S Main Street Suite 105, Salinas, CA 93901
Preparer
Brooks M Fiske
Phone
8314229601
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

Credit Card Discount: Column (A) - Total = $3257; Column (B) - Program Services = $2182; Column (C) - Management & General = $1075; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Grant Expense: Column (A) - Total = $450; Column (B) - Program Services = $302; Column (C) - Management & General = $148; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $1098; Column (B) - Program Services = $736; Column (C) - Management & General = $362; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Storage: Column (A) - Total = $1200; Column (B) - Program Services = $804; Column (C) - Management & General = $396; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Telephone: Column (A) - Total = $1365; Column (B) - Program Services = $915; Column (C) - Management & General = $450; Column (D) - Fundraising = $0

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0721069
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012537
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018365
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01954
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01952
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013447
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt048255
IRS990ScheduleA/InvestmentIncomeCYPct00.04970
IRS990ScheduleA/InvestmentIncomePYPct00.03150
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95030
IRS990ScheduleA/PublicSupportPY509Pct00.96850
IRS990ScheduleA/PublicSupportTotal509Amt0921873
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0202277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0216862
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0182965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0146072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173697
IRS990ScheduleA/Total509Grp/TotalAmt0921873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0214814
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0235227
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0184919
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0148024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0187144
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0970128
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04006
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04006
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0142283
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUND RAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0163626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0163626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0163626
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0163626
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021343
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0142283
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0142283
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer reviewed detail with accountant.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copy available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Discount: Column (A) - Total = $3257; Column (B) - Program Services = $2182; Column (C) - Management & General = $1075; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Grant Expense: Column (A) - Total = $450; Column (B) - Program Services = $302; Column (C) - Management & General = $148; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Postage and Shipping: Column (A) - Total = $1098; Column (B) - Program Services = $736; Column (C) - Management & General = $362; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Storage: Column (A) - Total = $1200; Column (B) - Program Services = $804; Column (C) - Management & General = $396; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone: Column (A) - Total = $1365; Column (B) - Program Services = $915; Column (C) - Management & General = $450; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0439488
IRS990/TotalAssetsEOYAmt0438596
IRS990/TotalAssetsGrp/BOYAmt0439488
IRS990/TotalAssetsGrp/EOYAmt0438596
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt038651
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024228
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049195
IRS990/TotalFunctionalExpensesGrp/TotalAmt073423
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0439488
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0438596
IRS990/TotalProgramServiceExpensesAmt049195
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt021343
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012537
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072531
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0439488
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0438596
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0177 WEBSTER STREET 206
IRS990/USAddress/CityNm0MONTEREY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093940
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIAN BILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08317630926
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIXIELAND MONTEREY
ReturnHeader/Filer/BusinessNameControlTxt0DIXI
ReturnHeader/Filer/EIN0942854001
ReturnHeader/Filer/PhoneNum08317630926
ReturnHeader/Filer/USAddress/AddressLine1Txt0177 WEBSTER STREET 206
ReturnHeader/Filer/USAddress/CityNm0MONTEREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093940
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942817959

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$2.92$3.12$0.20
2024Detailed filing. Detailed filing data is available for this year.$4.03$0.04$3.99$2.77$2.69$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.03$0.11$3.91$2.23$2.42$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.20$0.09$4.11$0.27$0.52$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.35$4.35$0.23$0.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.73$0.73$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.96$0.72$0.24
2018Detailed filing. Detailed filing data is available for this year.$4.16$4.16$0.46$0.79$0.33
2017Detailed filing. Detailed filing data is available for this year.$4.48$4.48$0.55$0.69$0.14
2016Detailed filing. Detailed filing data is available for this year.$4.62$4.62$1.03$0.72$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$5.04$1.10$3.94
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.06$0.14$0.08
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.29$0.12$0.17
2012Summary only. Only limited summary data is available for this year.$0.27$0.00$0.13$0.11$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.12