Civic Intelligence

Surtec Adopt-A-Family Inc

990EZ • Fiscal year 2013 • EIN 94-3214282

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 05, 2013

1880 N Macarthur Drive95376
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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

24th percentile

-9.5%

Higher net margin than 24% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

30th percentile

-12%

Faster revenue growth than 30% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$13,685

Down $2,428 (-15%) from 2012

Net Assets

Down

$13,685

Down $2,428 (-15%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$25,481

Down $3,360 (-12%) from 2012

Expenses

Down

$27,909

Down $23,013 (-45%) from 2012

Net Income

Up

-$2,428

Up $19,653 (+89%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$13,685
Liabilities$0
Net Assets$13,685

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$25,481
Expenses$27,909
Net Income-$2,428
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 5, 2013
Return Version
2012v2.1
Mission and Program Overview

Mission

Feed needy families at thanksgiving and christmas.

Filing and Contact Details

Filer

EIN
94-3214282
Raw XML Appendix186 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY010638
IRS990EZ/CashSavingsAndInvestments/EOY08210
IRS990EZ/ContributionsGiftsGrantsEtc011767
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-2428
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/FundraisingGrossIncome028944
IRS990EZ/GrantsAndSimilarAmountsPaid027676
IRS990EZ/GrossReceipts040712
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome01
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY016113
IRS990EZ/NetAssetsOrFundBalancesBOY016113
IRS990EZ/NetAssetsOrFundBalances/EOY013685
IRS990EZ/NetAssetsOrFundBalancesEOY013685
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0WILLIAM FIELDS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1WILLIAM HAAG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2CHERYL SANDERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT & CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1CFO & BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY & BOARD MEMBER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY05475
IRS990EZ/OtherAssetsTotal/EOY05475
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal0233
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0FEED NEEDY FAMILIES AT THANKSGIVING AND CHRISTMAS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE BOXES OF FOOD FOR DISADVANTAGED FAMILIES WITH CHILDREN AT CHRISTMAS & THANKSGIVING.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1PROVIDE DISADVANGED CHILDREN WITH TOYS AND GIFTS, PERSONALLY CHOSEN FOR THEIR AGE GROUP AND GENDER, AT CHRISTMAS & THANKSGIVING.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2PROVIDE DISADVANTAGED FAMILIES WITH GROCERY STORE GIFT CERTIFICATES TO BUY ADDITIONAL FOOD FOR CHRISTMAS & THANKSGIVING.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations20
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses011980
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses19415
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses26281
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses015231
IRS990EZ/SpecialEventsNetIncomeLoss013713
IRS990EZ/StatesWhereCopyOfReturnIsFiled0CA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101880 N MACARTHUR DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0TRACY
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095376
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10WILLIAM FIELDS
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02098203790
IRS990EZ/TotalAssets/BOY016113
IRS990EZ/TotalAssets/EOY013685
IRS990EZ/TotalExpenses027909
IRS990EZ/TotalProgramServiceExpenses027676
IRS990EZ/TotalRevenue025481
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GeneralExplanation0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ANNUAL GOLF TOURNAMENT
IRS990ScheduleA/GeneralExplanation1SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SURTEC ADOPT-A-FAMILY WAS GRANTED EXEMPTION STATUS WITH A CLASSIFICATION UNDER SECTION 170(B)(1)(A)(VI). THIS EQUATES TO PUBLIC CHARITY STATUS 7 ON THE REVISED SCHEDULE A. RETURNS FILED IN THE PAST INADVERTENTLY HAD REASON FOR PUBLIC CHARITY STATUS 9 MARKED. CONSEQUENTLY, THE INCORRECT SUPPORT SCHEDULE WAS COMPLETED FOR TAX YEARS 2008-2011. THE 2012 RETURN CORRECTLY REFLECTS PUBLIC CHARITY STATUS 7, AND THE CORRECT SUPPORT TEST HAS BEEN COMPLETED. THE PUBLIC SUPPORT PERCENTAGE FOR PART II FROM 2011 HAS BEEN RECOMPUTED AND INCLUDED ON THIS TAX RETURN.
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear011767
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year011530
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years018240
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years026587
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years032834
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0100958
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear01
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year013
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years086
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0107
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years011
IRS990ScheduleA/GrossInvestmentIncome170/Total0218
IRS990ScheduleA/OtherIncome170/CurrentTaxYear028944
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus1Year032831
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus2Years027001
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years028900
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years034984
IRS990ScheduleA/OtherIncome170/Total0152660
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.39770
IRS990ScheduleA/PublicSupportPertcentPriorYear00.40400
IRS990ScheduleA/PublicSupportTotal1700100958
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear011767
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year011530
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years018240
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years026587
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years032834
IRS990ScheduleA/Total170/Total0100958
IRS990ScheduleA/TotalSupport0253836
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents015231
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent103977
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents03977
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1028944
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal028944
IRS990ScheduleG/EventsInformation/GrossRevenueEvent1028944
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents028944
IRS990ScheduleG/EventsInformation/NameOfEvent10GOLF TOURNAMENT
IRS990ScheduleG/EventsInformation/NetIncomeSummary013713
IRS990ScheduleG/EventsInformation/NonCashPrizesEvent102665
IRS990ScheduleG/EventsInformation/NonCashPrizesTotalEvents02665
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent107639
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents07639
IRS990ScheduleG/EventsInformation/RentFacilityCostsEvent10950
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents0950
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST 1..
IRS990ScheduleO/GeneralExplanation/Explanation1ACTIVITY CLASSIFICATION: SPECIFIC ASSISTANCE. GRANTEE NAME: 300 FAMILIES. PROPERTY DESCRIPTION: PROVIDE NEEDY FAMILIES WITH FOOD. AMOUNT GIVEN: 11,980.
IRS990ScheduleO/GeneralExplanation/Explanation2ACTIVITY CLASSIFICATION: SPECIFIC ASSISTANCE. GRANTEE NAME: 813 CHILDREN. PROPERTY DESCRIPTION: PROVIDE NEEDY FAMILIES WITH TOYS AND GIFTS. AMOUNT GIVEN: 15,696. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 27,676.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: STATE FILING FEE. AMOUNT: 10. DESCRIPTION: SUPPLIES. AMOUNT: 67. DESCRIPTION: PACKING & DELIVERY. AMOUNT: 86. DESCRIPTION: ATTORNEY GENERAL - RENEWAL FEE. AMOUNT: 25. DESCRIPTION: BANK FEES. AMOUNT: 24. DESCRIPTION: STATEMENT - NON PROFIT CORP. AMOUNT: 21. TOTAL TO FORM 990-EZ, LINE 16: 233.
IRS990ScheduleO/GeneralExplanation/Explanation4DESCRIPTION: DONATED VEHICLE. BEG. OF YEAR AMOUNT: 5,475. END OF YEAR AMOUNT: 5,475.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier2GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier4OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943214282
ReturnHeader/Filer/Name/BusinessNameLine10SURTEC ADOPT-A-FAMILY INC
ReturnHeader/Filer/NameControl0SURT
ReturnHeader/Filer/Phone02098203790
ReturnHeader/Filer/USAddress/AddressLine101880 N MACARTHUR DRIVE
ReturnHeader/Filer/USAddress/City0TRACY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095376
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-05
ReturnHeader/Officer/Name0WILLIAM FIELDS
ReturnHeader/Officer/Phone02098203790
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-05
ReturnHeader/PreparerFirm/EIN0943158857
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RINA ACCOUNTANCY CORPORATION
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10475 14TH STREET SUITE 1200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OAKLAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094612
ReturnHeader/Preparer/Name0JAY GILSON
ReturnHeader/Preparer/Phone05108936908
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-11T17:46:54-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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