Civic Intelligence

Surtec Adopt-A-Family Inc

EIN 94-3214282 • 501(c)3 • Lodi, CA

Profile

Support needy families at thanksgiving and christmas.

2350 Interlaken CourtLodi, CA 95242-9195

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

2nd percentile

-4463%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

51st percentile

-1.0%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $56,722 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $56,722 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$1,271

Down $13 (-1.0%) from 2022

Expenses

Up

$57,993

Up $8,883 (+18%) from 2022

Net Income

Down

-$56,722

Down $8,896 (-19%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0Assets 2011: $38,194Liabilities 2011: $0Net Assets 2011: $38,1942011Assets 2012: $16,113Liabilities 2012: $0Net Assets 2012: $16,1132012Assets 2013: $13,685Liabilities 2013: $0Net Assets 2013: $13,6852013Assets 2014: $16,523Liabilities 2014: $0Net Assets 2014: $16,5232014Assets 2015: $26,127Liabilities 2015: $950Net Assets 2015: $25,1772015Assets 2016: $58,527Liabilities 2016: $1,808Net Assets 2016: $56,7192016Assets 2017: $54,208Liabilities 2017: $0Net Assets 2017: $54,2082017Assets 2018: $45,353Liabilities 2018: $0Net Assets 2018: $45,3532018Assets 2019: $87,189Liabilities 2019: $0Net Assets 2019: $87,1892019Assets 2020: $110,846Liabilities 2020: $0Net Assets 2020: $110,8462020Assets 2021: $104,548Liabilities 2021: $0Net Assets 2021: $104,5482021Assets 2022: $56,722Liabilities 2022: $0Net Assets 2022: $56,7222022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth51st percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $27,476Expenses 2011: $55,167Net Income 2011: -$27,6912011Revenue 2012: $28,841Expenses 2012: $50,922Net Income 2012: -$22,0812012Revenue 2013: $25,481Expenses 2013: $27,909Net Income 2013: -$2,4282013Revenue 2014: $33,069Expenses 2014: $30,231Net Income 2014: $2,8382014Revenue 2015: $38,747Expenses 2015: $30,092Net Income 2015: $8,6552015Revenue 2016: $79,534Expenses 2016: $47,992Net Income 2016: $31,5422016Revenue 2017: $40,003Expenses 2017: $42,514Net Income 2017: -$2,5112017Revenue 2018: $35,416Expenses 2018: $44,271Net Income 2018: -$8,8552018Revenue 2019: $89,913Expenses 2019: $48,077Net Income 2019: $41,8362019Revenue 2020: $60,927Expenses 2020: $37,270Net Income 2020: $23,6572020Revenue 2021: $10,692Expenses 2021: $16,990Net Income 2021: -$6,2982021Revenue 2022: $1,284Expenses 2022: $49,110Net Income 2022: -$47,8262022Revenue 2023: $1,271Expenses 2023: $57,993Net Income 2023: -$56,7222023

Highlighted filing

2023

Revenue$1,271
Expenses$57,993
Net Income-$56,722
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,271
Expenses
$57,993
Net income
-$56,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.58$0.57
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.01$0.49$0.48
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.17$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.61$0.37$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.90$0.48$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.35$0.44$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.40$0.43$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.80$0.48$0.32
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.39$0.30$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.33$0.30$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$0.25$0.28$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.29$0.51$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$0.27$0.55$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 10, 2023
Return Version
2022v5.0
Gross Receipts
$1,271
Mission and Program Overview

Mission

Feed needy families at thanksgiving and christmas.

Support needy families at thanksgiving and christmas.

Program Services

DescriptionGrantsExpenses
PROVIDE DISADVANTAGED CHILDREN WITH TOYS AND GIFTS, PERSONALLY CHOSEN FOR THEIR AGE GROUP AND GENDER, THROUGH REFERRAL AND ORGANIZATIONS SUCH AS CROSSROADS GRACE, ANGEL TREE, OAKLAND CHILDREN'S HOSPITAL AND INTERFAITH MINISTRIES.$0$57,993
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM HAAGCFO & Board Member-$0--
BRIAN FIELDSSecretary & Board Member-$0--
BRAD FIELDSCEO & Board Member-$0--
Filing and Contact Details

Filer

Filer Name
Surtec Adopt-a-family Inc
EIN
94-3214282
Phone
2099141737
Address
2350 INTERLAKEN COURT, LODI, CA 95242-9195

Signing Officer

Name
Brad Fields
Title
CEO
Phone
2099141737
Signed
2023-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Llp
Address
201 NORTH CIVIC DRIVE SUITE 220, WALNUT CREEK, CA 94596
Preparer
Edward Fahey
Phone
9252102180
Supplemental Narrative

Additional Explanations

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

“Description: gifts and toys for children. Amount: 46,360. Description: camping trip support. Amount: 11,633. Total to form 990-ez, line 16: 57,993.”

Raw XML Appendix158 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum02099141737
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02350 INTERLAKEN CT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095242
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01271
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-56722
IRS990EZ/FiledScheduleAInd01
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056722
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt01271
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056722
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056722
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM HAAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRIAN FIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRAD FIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO & BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY & BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CEO & BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt057993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT NEEDY FAMILIES AT THANKSGIVING AND CHRISTMAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE DISADVANTAGED CHILDREN WITH TOYS AND GIFTS, PERSONALLY CHOSEN FOR THEIR AGE GROUP AND GENDER, THROUGH REFERRAL AND ORGANIZATIONS SUCH AS CROSSROADS GRACE, ANGEL TREE, OAKLAND CHILDREN'S HOSPITAL AND INTERFAITH MINISTRIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057993
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt057993
IRS990EZ/TotalProgramServiceExpensesAmt057993
IRS990EZ/TotalRevenueAmt01271
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt081
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt070020
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt050829
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0120849
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35150
IRS990ScheduleA/PublicSupportPY170Pct00.38750
IRS990ScheduleA/PublicSupportTotal170Amt065547
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01271
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044211
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065547
IRS990ScheduleA/TotalSupportAmt0186477
IRS990ScheduleN/AssetsDistributedInd00
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ALL ASSETS WERE UTILIZED BY SURTEC ADOPT-A-FAMILY IN ITS PROGRAMS.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt00
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: GIFTS AND TOYS FOR CHILDREN. AMOUNT: 46,360. DESCRIPTION: CAMPING TRIP SUPPORT. AMOUNT: 11,633. TOTAL TO FORM 990-EZ, LINE 16: 57,993.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD FIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02099141737
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SURTEC ADOPT-A-FAMILY INC
ReturnHeader/Filer/BusinessNameControlTxt0SURT
ReturnHeader/Filer/EIN0943214282
ReturnHeader/Filer/PhoneNum02099141737
ReturnHeader/Filer/USAddress/AddressLine1Txt02350 INTERLAKEN COURT
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0952429195
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571157523
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0APRIO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 NORTH CIVIC DRIVE SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09252102180
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD FAHEY
ReturnHeader/ReturnTs02023-10-14T07:45:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FIELDS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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