TOLOSA CHILDRENS DENTAL CENTER: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TOLOSA CHILDRENS DENTAL CENTER (EIN 77-0346861)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-24
- IRS object ID
- 201403589349301000
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-24T13:14:39-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952772601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN BURDETTE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 PALM STREET | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770346861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERSHIP FOR THE CHILDREN OF | BusinessNameLine1 |
| Business Name Line2 | SAN LUIS OBISPO COUNTY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 8052385334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 WALNUT DRIVE | AddressLine1 |
| City | PASO ROBLES | City |
| State | CA | State |
| ZIP Code | 93446 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON HOLLISTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8052385334 | PhoneNum |
| Signature | 2014-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICAL W BOVEE CPA | PreparerPersonNm |
| PTIN | P01023187 | PTIN |
| Phone | 8055441441 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLOSA CHILDREN'S DENTAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JON HOLLISTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 WALNUT DRIVE | AddressLine1 |
| City | PASO ROBLES | City |
| State | CA | State |
| ZIP Code | 93446 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,310,800 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | TOLOSACHILDRENSDENTAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE DENTAL SERVICES FOR UNDERPRIVILEGED CHILDREN IN SAN LUIS OBISPO COUNTY | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $123,935 | PYContributionsGrantsAmt |
| CY Contributions Grants | $156,990 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,310,220 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,115,405 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,658 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,758 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,055 | PYOtherRevenueAmt |
| CY Other Revenue | $4,948 | CYOtherRevenueAmt |
| PY Total Revenue | $1,423,758 | PYTotalRevenueAmt |
| CY Total Revenue | $1,279,101 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $986 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,716 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,029,330 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $999,038 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $10,893 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $55,110 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $369,316 | PYOtherExpensesAmt |
| CY Other Expenses | $347,177 | CYOtherExpensesAmt |
| PY Total Expenses | $1,410,525 | PYTotalExpensesAmt |
| CY Total Expenses | $1,354,931 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,233 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$75,830 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,000,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $911,928 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,794 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $948,854 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $872,134 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE DENTAL SERVICES FOR UNDERPRIVILEGED CHILDREN IN SAN LUIS OBISPO COUNTY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $973,121 | ExpenseAmt |
| Grant | $8,716 | GrantAmt |
| Revenue | $1,114,486 | RevenueAmt |
| Desc | PROVIDE FUNDS AND DENTAL SERVICES TO UNDERPRIVILEDGED CHILDREN IN SAN LUIS OBISPO COUNTY. | Desc |
| Total Program Service Expenses | $973,121 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE RUSSELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8052385334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 WALNUT DRIVE | AddressLine1 |
| City | PASO ROBLES | City |
| State | CA | State |
| ZIP Code | 93446 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JON HOLLISTER DDS | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES TEDFORD MD | |||||||
| VICE PRESIDENT | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHUCK BRAUN | |||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAC W PEDERSEN II DDS | |||||||
| FOUNDER & EX-OFFICIO MEMBE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVE ALLES | |||||||
| MEMBER - THROUGH 6/14/14 | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| TRACY ANSELMO RDH | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| HENRY ELISARRARAZ | |||||||
| MEMBER - THROUGH 5/14/14 | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GORDON EMPEY DDS | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT JONES | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JAMES OATES DDS | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN TITUS RDHAP | |||||||
| MEMBER THROUGH 12/13/13 | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE TORGERSON | |||||||
| MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A FORESTER DDS | |||||||
| EMPLOYEE-DENTIST | 32.00 | $126,688 | $0 | $3,000 | Yes (X) | ||
| MARTIN DUNNE DDS | |||||||
| EMPLOYEE-DENTIST | 32.00 | $139,299 | $0 | $4,178 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $265,987 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,178 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $24,393 | FundraisingAmt |
| Government Grants | $58,349 | GovernmentGrantsAmt |
| All Other Contributions | $74,248 | AllOtherContributionsAmt |
| Noncash Contributions | $23,757 | NoncashContributionsAmt |
| Total Contributions | $156,990 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRODUCTION INCOME | Desc |
| Business | 621300 | BusinessCd |
| Total Revenue Column | $1,115,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,115,405 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,115,405 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,304 | TotalRevenueColumnAmt |
| Exclusion | $1,304 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,373 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $919 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,373 | SecuritiesAmt |
| Other | -$919 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$919 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,728 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,393 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,780 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,948 | TotalRevenueColumnAmt |
| Exclusion | $4,948 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,279,101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,114,486 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,625 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,716 | TotalAmt |
| Program Services | $8,716 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,788 | TotalAmt |
| Program Services | $231,788 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,243 | TotalAmt |
| Program Services | $456,489 | ProgramServicesAmt |
| Management And General | $157,754 | ManagementAndGeneralAmt |
| Fundraising | $48,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,036 | TotalAmt |
| Program Services | $5,823 | ProgramServicesAmt |
| Management And General | $25,213 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,971 | TotalAmt |
| Program Services | $39,944 | ProgramServicesAmt |
| Management And General | $28,849 | ManagementAndGeneralAmt |
| Fundraising | $5,178 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,117 | TotalAmt |
| Management And General | $16,117 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361 | TotalAmt |
| Management And General | $361 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,439 | TotalAmt |
| Program Services | $84,000 | ProgramServicesAmt |
| Management And General | $7,439 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383 | TotalAmt |
| Program Services | $1,383 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,363 | TotalAmt |
| Management And General | $4,363 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,337 | TotalAmt |
| Management And General | $9,337 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,666 | TotalAmt |
| Management And General | $6,666 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238 | TotalAmt |
| Management And General | $238 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,360 | TotalAmt |
| Program Services | $3,360 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,279 | TotalAmt |
| Program Services | $2,279 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,833 | TotalAmt |
| Management And General | $34,833 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,927 | TotalAmt |
| Management And General | $20,927 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DENTAL SUPPLIES | $116,998 | $116,127 | $871 |
| LAB FEES | $11,772 | $11,772 | |
| REPAIRS & MAINTENANCE | $10,356 | $10,356 | |
| JANITORIAL | $3,900 | $3,900 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,848 | TotalAmt |
| Program Services | $1,084 | ProgramServicesAmt |
| Management And General | $9,832 | ManagementAndGeneralAmt |
| Fundraising | $1,932 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,354,931 | TotalAmt |
| Program Services | $973,121 | ProgramServicesAmt |
| Management And General | $326,700 | ManagementAndGeneralAmt |
| Fundraising | $55,110 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,924 | BOYAmt |
| EOY | $43,908 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,503 | BOYAmt |
| EOY | $579,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $518,956 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $230,175 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,145 | BOYAmt |
| EOY | $288,781 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,921 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,493 | BOYAmt |
| EOY | $911,928 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,244 | BOYAmt |
| EOY | $15,220 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,395 | BOYAmt |
| EOY | $24,574 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,639 | BOYAmt |
| EOY | $39,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,854 | BOYAmt |
| EOY | $872,134 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,854 | BOYAmt |
| EOY | $872,134 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,493 | BOYAmt |
| EOY | $911,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$75,830 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$890 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,204,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,990 | CurrentTaxYearAmt |
| Total | $2,806,108 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,204,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,990 | CurrentTaxYearAmt |
| Total | $2,806,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,806,108 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,527 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,304 | CurrentTaxYearAmt |
| Total | $23,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,829,905 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,543,415 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,921 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,245 | OtherExpendituresAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,226 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,018 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $423 | AdministrativeExpensesAmt |
| End Year Balance | $10,921 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,355 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$10 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $119 | OtherExpendituresAmt |
| End Year Balance | $10,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,858 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,521 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $124 | OtherExpendituresAmt |
| End Year Balance | $9,355 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,165 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $132 | OtherExpendituresAmt |
| End Year Balance | $7,858 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $518,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $230,175 | DepreciationAmt |
| Book Value | $288,781 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $288,781 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUND IS HELD AND ADMINISTERED BY THE SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION. THE PRIMARY PURPOSE OF THE FUND IS TO PROVIDE SUPPORT TO THE PARTNERSHIP FOR THE CHILDREN TO CARRY OUT ITS ROLE, MISSION AND CHARITABLE WORK AS DESCRIBED BY ITS GOVERNING DOCUMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SUNSET BBQ | NameOfEvent1Amt |
| Gross Receipts Event1 | $47,131 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,578 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $33,553 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,070 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $4,020 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,517 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $47,131 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,578 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,553 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,070 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $4,020 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,517 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,707 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,846 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | KEY OFFICERS OF THE ORGANIZATION REVIEW THE TAX RETURN BEFORE SIGNING AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY AND INTERESTED PARTIES WOULD REPORT ANY POTENTIAL CONFLICTS AS THEY SHOULD ARISE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |