TOLOSA CHILDRENS DENTAL CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TOLOSA CHILDRENS DENTAL CENTER (EIN 77-0346861)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-09
- IRS object ID
- 201243149349301424
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-09T11:34:57-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952772601 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN BURDETTE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770346861 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | PART | NameControl |
| Phone | 8052385334 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R BOOKER | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 8052385334 | Phone |
| Date Signed | 2012-11-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICAL W BOVEE CPA | Name |
| PTIN | P01023187 | PTIN |
| Phone | 8055441441 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID R BOOKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1307088 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CLINICADETOLOSA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE MEDICAL & DENTAL SERVICES FOR UNDERPRIVILEGED CHILDREN IN SAN LUIS OBISPO COUNTY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 98169 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 157814 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1061174 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1116066 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6331 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2775 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -19327 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1411 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1146347 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1278066 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 452 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 948720 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 920787 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 26250 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 3835 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 56415 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 235196 | OtherExpensePriorYear |
| Other Expenses Current Year | 317949 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1210618 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1242571 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -64271 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 35495 | RevenuesLessExpensesCY |
| Total Assets BOY | 923709 | TotalAssetsBOY |
| Total Assets EOY | 1004625 | TotalAssetsEOY |
| Total Liabilities BOY | 24364 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 69392 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 899345 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 935233 | NetAssetsOrFundBalancesEOY |
| Mission Description | NONE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 696745 | Expense |
| Revenue | 1116066 | Revenue |
| Description | PROVIDE FUNDS AND MEDICAL SERVICES TO UNDERPRIVILEDGED CHILDREN IN SAN LUIS OBISPO COUNTY. | Description |
| Total Program Service Expense | 696745 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE RUSSELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8052385334 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MARTIN CRAVEN DDS | ||||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | ||
| MAUREEN TITUS | ||||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 | ||
| DAVE BOOKER | ||||||||
| SECRETARY/TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| JAC W PEDERSEN II DDS | ||||||||
| FOUNDER & EX-OFFICIO MEMBER | 2.00 | X | X | 0 | 0 | 0 | ||
| DAVE ALLES | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| CHUCK BRAUN | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| LYNN COOPER | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JON HOLLISTER DDS | ||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JAMES OATES DDS | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| JAMES TEDFORD MD | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| LAURIE TORGERSON | ||||||||
| MEMBER | 0.50 | X | 0 | 0 | 0 | |||
| JAMES A FORESTER DDS | ||||||||
| EMPLOYEE-DENTIST | 32.00 | 192292 | 0 | 1370 | X | |||
| MARTIN DUNNE DDS | ||||||||
| EMPLOYEE-DENTIST | 32.00 | 127393 | 0 | 9087 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 319685 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 10457 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 32021 | FundraisingEvents |
| Government Grants | 70142 | GovernmentGrants |
| All Other Contributions | 55651 | AllOtherContributions |
| Noncash Contributions | 16059 | NoncashContributions |
| Total Contributions | 157814 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRODUCTION INCOME | Description |
| Business Code | 621300 | BusinessCode |
| Total Revenue Column | 1116066 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1116066 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1116066 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3876 | TotalRevenueColumn |
| Exclusion | $3,876 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 194 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 1295 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 194 | Securities |
| Other | -1295 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1101 | TotalRevenueColumn |
| Exclusion | -$1,101 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 29138 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 32021 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 27727 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1411 | TotalRevenueColumn |
| Exclusion | $1,411 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1278066 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1116066 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,186 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294338 | Total |
| Program Services | 294338 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525710 | Total |
| Program Services | 148464 | ProgramServices |
| Management And General | 329246 | ManagementAndGeneral |
| Fundraising | 48000 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38334 | Total |
| Program Services | 8033 | ProgramServices |
| Management And General | 30301 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62405 | Total |
| Program Services | 33817 | ProgramServices |
| Management And General | 24937 | ManagementAndGeneral |
| Fundraising | 3651 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8339 | Total |
| Management And General | 8339 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3835 | Total |
| Fundraising | 3835 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3323 | Total |
| Program Services | 3323 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5242 | Total |
| Management And General | 5242 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8619 | Total |
| Management And General | 8619 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6237 | Total |
| Management And General | 6237 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437 | Total |
| Management And General | 437 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34846 | Total |
| Management And General | 34846 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| OUTSIDE SERVICES | 101114 | 92996 | 8118 |
| DENTAL SUPPLIES | 97313 | 97188 | 125 |
| LAB FEES | 12870 | 12870 | |
| WORKERS COMP INSURANCE | 9463 | 9463 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30146 | Total |
| Program Services | 5716 | ProgramServices |
| Management And General | 23501 | ManagementAndGeneral |
| Fundraising | 929 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1242571 | Total |
| Program Services | 696745 | ProgramServices |
| Management And General | 489411 | ManagementAndGeneral |
| Fundraising | 56415 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101285 | BOY |
| EOY | 49908 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600606 | BOY |
| EOY | 608673 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 607327 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 271549 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212463 | BOY |
| EOY | 335778 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9355 | BOY |
| EOY | 10266 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 923709 | BOY |
| EOY | 1004625 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24364 | BOY |
| EOY | 69392 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24364 | BOY |
| EOY | 69392 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899345 | BOY |
| EOY | 935233 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899345 | BOY |
| EOY | 935233 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 923709 | BOY |
| EOY | 1004625 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 35495 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 393 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 759342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1398637 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1204303 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1152711 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168169 | CurrentTaxYear |
| Total | 4683162 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 759342 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1398637 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1204303 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1152711 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168169 | CurrentTaxYear |
| Total | 4683162 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 4683162 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8396 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9575 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6527 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3733 | CurrentTaxYear |
| Total | 37778 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4720940 | TotalSupport |
| Gross Receipts From Admissions Etc | 1117790 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99190 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9355 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | -10 | InvestmentEarningsOrLosses |
| Other Expenditures | 119 | OtherExpenditures |
| End Of Year Balance | 10226 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7858 | BeginningOfYearBalance |
| Contributions | 100 | Contributions |
| Investment Earnings Or Losses | 1521 | InvestmentEarningsOrLosses |
| Other Expenditures | 124 | OtherExpenditures |
| End Of Year Balance | 9355 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7165 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 825 | InvestmentEarningsOrLosses |
| Other Expenditures | 132 | OtherExpenditures |
| End Of Year Balance | 7858 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8107 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1753 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1000 | GrantsOrScholarships |
| Administrative Expenses | 189 | AdministrativeExpenses |
| End Of Year Balance | 7165 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 271613 | OtherCostOrOtherBasis |
| Depreciation | 36534 | Depreciation |
| Book Value | 235079 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 335714 | OtherCostOrOtherBasis |
| Depreciation | 235015 | Depreciation |
| Book Value | 100699 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 335778 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| VACATION/SICK PAYABLE | $23,725 |
| N/P CHOICE HEALTH | $45,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 69392 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SUNSET BBQ | NameOfEvent1 |
| Gross Receipts Event1 | 50628 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 31835 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18793 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 13273 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 5520 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 7339 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CONTINUING EDUCATION EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 5475 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 5475 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 170 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 5056 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 186 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 4870 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 186 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 1239 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 61159 | GrossReceiptsTotal |
| Charitable Contributions Total | 32021 | CharitableContributionsTotal |
| Gross Revenue Total Events | 29138 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 13273 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 5706 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 8748 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 27727 | DirectExpenseSummaryEvents |
| Net Income Summary | 1411 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES A FORESTER DDS | NamePerson |
| Base Compensation Filing Org | 192292 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 192292 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -536. PRIOR PERIOD ADJUSTMENTS: 929. TOTAL TO FORM 990, PART XI, LINE 5: 393. | CHANGES IN NET ASSETS OR FUND BALANCES: |