Civic Intelligence

Otter Cove Foundation

990PF • Fiscal year 2019 • EIN 94-3287969

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

Organization Profile
316 Mid Valley Center 123Carmel, CA 93923

(510) 653-8160

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

38th percentile

$55,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$7,481,551

Up $98,103 (+1.3%) from 2018

Net Assets

Up

$7,481,551

Up $98,103 (+1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin76th percentile

Revenue

Down

$436,378

Down $149,261 (-25%) from 2018

Expenses

Down

$338,275

Down $42,469 (-11%) from 2018

Net Income

Down

$98,103

Down $106,792 (-52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$10M$5.0M$0Assets 2010: $6,159,814Liabilities 2010: $1,758Net Assets 2010: $6,158,0562010Assets 2011: $6,458,571Liabilities 2011: $1,582Net Assets 2011: $6,456,9892011Assets 2012: $6,864,258Liabilities 2012: $3,933Net Assets 2012: $6,860,3252012Assets 2013: $6,004,399Liabilities 2013: $2,241Net Assets 2013: $6,002,1582013Assets 2014: $7,055,505Liabilities 2014: $2,241Net Assets 2014: $7,053,2642014Assets 2015: $7,660,818Liabilities 2015: $4,331Net Assets 2015: $7,656,4872015Assets 2016: $7,197,955Liabilities 2016: $0Net Assets 2016: $7,197,9552016Assets 2017: $7,178,553Liabilities 2017: $0Net Assets 2017: $7,178,5532017Assets 2018: $7,383,448Liabilities 2018: $0Net Assets 2018: $7,383,4482018Assets 2019: $7,481,551Liabilities 2019: $0Net Assets 2019: $7,481,5512019Assets 2020: $7,944,208Liabilities 2020: $20Net Assets 2020: $7,944,1882020Assets 2021: $8,754,566Liabilities 2021: $20Net Assets 2021: $8,754,5462021Assets 2022: $8,407,260Liabilities 2022: $20Net Assets 2022: $8,407,2402022Assets 2023: $8,497,603Liabilities 2023: $20Net Assets 2023: $8,497,5832023Assets 2024: $9,394,757Liabilities 2024: $0Net Assets 2024: $9,394,7572024

Highlighted filing

2019

Assets$7,481,551
Liabilities$0
Net Assets$7,481,551
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,016,7922010Expenses 2011: $543,1922011Expenses 2012: $667,1372012Revenue 2013: $175,447Expenses 2013: $1,033,614Net Income 2013: -$858,1672013Revenue 2014: $1,367,629Expenses 2014: $316,523Net Income 2014: $1,051,1062014Revenue 2015: $1,090,726Expenses 2015: $487,503Net Income 2015: $603,2232015Revenue 2016: $202,721Expenses 2016: $661,253Net Income 2016: -$458,5322016Revenue 2017: $402,458Expenses 2017: $421,860Net Income 2017: -$19,4022017Revenue 2018: $585,639Expenses 2018: $380,744Net Income 2018: $204,8952018Revenue 2019: $436,378Expenses 2019: $338,275Net Income 2019: $98,1032019Revenue 2020: $839,892Expenses 2020: $377,255Net Income 2020: $462,6372020Revenue 2021: $1,110,612Expenses 2021: $300,254Net Income 2021: $810,3582021Revenue 2022: $196,425Expenses 2022: $543,731Net Income 2022: -$347,3062022Revenue 2023: $627,101Expenses 2023: $536,758Net Income 2023: $90,3432023Revenue 2024: $1,291,614Expenses 2024: $394,440Net Income 2024: $897,1742024

Highlighted filing

2019

Revenue$436,378
Expenses$338,275
Net Income$98,103
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILAN M READDirector/CFOPT$55,000-$55,000
JAMES P READ JRPresident-$0--
MARK PLUMLEYSecretary-$0--
MEGAN G LINDBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Otter Cove Foundation
EIN
94-3287969
Address
316 Mid Valley Center 123, Carmel, CA 93923

Signing Officer

Name
Gilan Read
Title
Director
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
OBFM Accountants Inc
Address
PO Box 99170, Emeryville, CA 94662-9170
Preparer
Ann A Fukumoto
Phone
5106538160
Raw XML Appendix327 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE ADVANCEMENT OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE THERAPY FOR HANDICAPPED INDIVIDUALS THROUGH DIRECT INTERACTION WITH HORSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Conservation of Rangeland in California
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To enrich the lives of youth with needs through barnyard animal interactions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Think Wild provides a wildlife support system in Central Oregon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To support athletic scholarship program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Marine mammal rescue and rehabilitation, research and education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALL SAINT EPISCOPAL DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1XENOPHON THERAPEUTIC RIDING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2California Rangeland Trust
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Animal Assisted Happiness
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Think Wild
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Cal Polytechnic State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6The Marine Mammal Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08060 CARMEL VALLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 16
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21225 H Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31030 E El Camino Read 279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 5093
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 Grand Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62000 Bunker Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORINDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Sacramento
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Sunnyvale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Luis Obispo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Sausalito
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295814
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694965
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0265000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0313907
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0477554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0163647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0251839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0119650
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0163647
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0207842
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0207842
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0313907
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0207842
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0371489
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Payroll service
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01196
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0299
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01495
TaxesSchedule/TaxesDetail/Amt012000
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt24320
TaxesSchedule/TaxesDetail/Amt375
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board Form 199
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3Registry of Charitable Trusts
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt08
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13456
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt260
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2864
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt315
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GILAN READ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Otter Cove Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OTTE
ReturnHeader/Filer/EIN0943287969
ReturnHeader/Filer/USAddress/AddressLine1Txt0316 Mid Valley Center 123
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093923
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942339481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OBFM Accountants Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 99170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Emeryville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946629170
ReturnHeader/PreparerPersonGrp/PhoneNum05106538160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ann A Fukumoto
ReturnHeader/ReturnTs02020-10-15T12:22:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,481,551
Liabilities
$0
Net assets
$7,481,551
Revenue
$436,378
Expenses
$338,275
Net income
$98,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$1.29$0.39$0.90
2023Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.63$0.54$0.09
2022Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.20$0.54$0.35
2021Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$1.11$0.30$0.81
2020Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.84$0.38$0.46
2019Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.44$0.34$0.10
2018Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.59$0.38$0.20
2017Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.40$0.42$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.20$0.66$0.46
2015Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$1.09$0.49$0.60
2014Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.05$1.37$0.32$1.05
2013Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.18$1.03$0.86
2012Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.67
2011Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.54
2010Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.02