Civic Intelligence

Meals on Wheels Santa Maria Valley Inc.

990EZ • Fiscal year 2017 • EIN 95-2757731

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

PO Box 6526Santa Maria, CA 93456

(805) 938-1200

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

28th percentile

-6.2%

Higher net margin than 28% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.1%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$87,783

Up $4,256 (+5.1%) from 2016

Net Assets

Up

$87,783

Up $4,256 (+5.1%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$96,964

Up $14,624 (+18%) from 2016

Expenses

Up

$103,003

Up $5,754 (+5.9%) from 2016

Net Income

Up

-$6,039

Up $8,870 (+59%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $122,934Liabilities 2011: $02011Assets 2012: $111,335Liabilities 2012: $02012Assets 2013: $110,289Liabilities 2013: $02013Assets 2014: $100,964Net Assets 2014: $100,9642014Assets 2015: $98,436Net Assets 2015: $98,4362015Assets 2016: $83,527Net Assets 2016: $83,5272016Assets 2017: $87,783Net Assets 2017: $87,7832017Assets 2018: $83,438Net Assets 2018: $83,4382018Assets 2019: $682,115Liabilities 2019: $0Net Assets 2019: $682,1152019Assets 2020: $715,057Liabilities 2020: $6,033Net Assets 2020: $709,0242020Assets 2021: $694,963Liabilities 2021: $0Net Assets 2021: $694,9632021Assets 2022: $618,789Liabilities 2022: $0Net Assets 2022: $618,7892022Assets 2023: $660,532Liabilities 2023: $0Net Assets 2023: $660,5322023Assets 2024: $706,609Liabilities 2024: $0Net Assets 2024: $706,6092024

Highlighted filing

2017

Assets$87,783
Liabilities-
Net Assets$87,783

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $99,624Expenses 2011: $92,661Net Income 2011: $6,9632011Revenue 2012: $88,777Expenses 2012: $100,376Net Income 2012: -$11,5992012Revenue 2013: $96,323Expenses 2013: $97,369Net Income 2013: -$1,0462013Revenue 2014: $85,570Expenses 2014: $94,895Net Income 2014: -$9,3252014Revenue 2015: $88,321Expenses 2015: $90,849Net Income 2015: -$2,5282015Revenue 2016: $82,340Expenses 2016: $97,249Net Income 2016: -$14,9092016Revenue 2017: $96,964Expenses 2017: $103,003Net Income 2017: -$6,0392017Revenue 2018: $106,553Expenses 2018: $110,898Net Income 2018: -$4,3452018Revenue 2019: $719,863Expenses 2019: $121,186Net Income 2019: $598,6772019Revenue 2020: $162,935Expenses 2020: $136,026Net Income 2020: $26,9092020Revenue 2021: $167,653Expenses 2021: $181,714Net Income 2021: -$14,0612021Revenue 2022: $90,826Expenses 2022: $167,000Net Income 2022: -$76,1742022Revenue 2023: $198,158Expenses 2023: $156,415Net Income 2023: $41,7432023Revenue 2024: $218,695Expenses 2024: $172,618Net Income 2024: $46,0772024

Highlighted filing

2017

Revenue$96,964
Expenses$103,003
Net Income-$6,039
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.2
Gross Receipts
$96,964
Mission and Program Overview

Mission

Deliver meals and provide informal health and welfare visits to disabled and elderly clients in the Santa Maria Valley.

Provide meals to elderly or disabled members

Program Services

DescriptionGrantsExpenses
To provide meals to elderly or disabled members$103,003-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert RomineTreasurer-$0--
Fiona McKiernanDirector-$0--
Kathy PereiraSecretary-$0--
JULIE ORRPresident-$0--
Slim JuhlDirector-$0--
COLLEEN SINCLAIRExecutive DirectorPT$0--
Kevin LeitnerDirector-$0--
MARGARET B WIELENGADirector-$0--
Filing and Contact Details

Filer

Filer Name
Santa Maria Valley Fish
EIN
95-2757731
Phone
8059381200
Address
PO BOX 6526, SANTA MARIA, CA 93456

Signing Officer

Name
Colleen Sinclair
Title
Executive Director
Signed
2018-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Moss Levy & Hartzheim LLP
Address
2400 Professional Parkway Suite 205, Santa Maria, CA 93455
Preparer
Ron Levy CPA
Phone
8059252579
Supplemental Narrative

Additional Explanations

Other Expenses.1005

Travel $102

Other Expenses.1007

Conferences, Conventions, and Meetings $106

Other Expenses.1012

Insurance $2368

Other Expenses.1

Meals for clients $48224

Other Expenses.2

Volunteer appreciation $2758

Other Expenses.3

Telephone $2496

Other Expenses.4

Supplies $2077

Other Expenses.6

Workers compensation ins $887

Other Expenses.8

Other contract services $235

Other Expenses.9

Driver reimbursement $200

Other Expenses.10

Registration fees $151

Other Expenses.11

Bank Charges $81

Other Assets.1

PREPAID - Beginning $3029 PREPAID - Ending $0

Raw XML Appendix182 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SANTA MARIA VALLEY FISH
IRS990EZ/BooksInCareOfDetail/PhoneNum08059289707
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02880 SANTA MARIA WAY SUITE D 6
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA MARIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093455
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt080498
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087783
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047271
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6039
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01685
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt083527
IRS990EZ/Form990TotalAssetsGrp/EOYAmt087783
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt096964
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05263
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt087783
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083527
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087783
IRS990EZ/OccupancyRentUtltsAndMaintAmt04779
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Romine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Fiona McKiernan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kathy Pereira
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE ORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Slim Juhl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5COLLEEN SINCLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kevin Leitner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARGARET B WIELENGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03029
IRS990EZ/OtherChangesInNetAssetsAmt010295
IRS990EZ/OtherExpensesTotalAmt059685
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide meals to elderly or disabled members
IRS990EZ/PrintingPublicationsPostageAmt02537
IRS990EZ/ProgramServiceRevenueAmt044430
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide meals to elderly or disabled members
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0103003
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034317
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0103003
IRS990EZ/TotalProgramServiceExpensesAmt0103003
IRS990EZ/TotalRevenueAmt096964
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt091701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt085830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt084498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt096330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0437532
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03167
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02491
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01649
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-1209
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011361
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97470
IRS990ScheduleA/PublicSupportPY170Pct00.98360
IRS990ScheduleA/PublicSupportTotal170Amt0437532
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt091701
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt085830
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt084498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt096330
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0437532
IRS990ScheduleA/TotalSupportAmt0448893
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Meals for clients $48224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Volunteer appreciation $2758
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Telephone $2496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $2077
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Workers compensation ins $887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other contract services $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Driver reimbursement $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Registration fees $151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Bank Charges $81
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PREPAID - Beginning $3029 PREPAID - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLEEN SINCLAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA MARIA VALLEY FISH
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0952757731
ReturnHeader/Filer/PhoneNum08059381200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6526
ReturnHeader/Filer/USAddress/CityNm0SANTA MARIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093456
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753194011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Levy & Hartzheim LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02400 Professional Parkway Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Maria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093455
ReturnHeader/PreparerPersonGrp/PhoneNum08059252579
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Levy CPA
ReturnHeader/ReturnTs02018-04-18T15:05:44-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.00$7.07$2.19$1.73$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.00$6.61$1.98$1.56$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$0.91$1.67$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.95$0.00$6.95$1.68$1.82$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$0.06$7.09$1.63$1.36$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.00$6.82$7.20$1.21$5.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.83$1.07$1.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.88$0.97$1.03$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.84$0.82$0.97$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.98$0.88$0.91$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.86$0.95$0.09
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.96$0.97$0.01
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.89$1.00$0.12
2011Summary only. Only limited summary data is available for this year.$1.23$0.00$1.00$0.93$0.07