SURF DEVELOPMENT COMPANY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SURF DEVELOPMENT COMPANY INC (EIN 77-0201747)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349313230
- Schema version
- 2021v4.1
- 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 | 2023-05-15T13:36:34-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820485954 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grigg Bratton & Brash PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4487 N Dresden Pl Ste 101 | AddressLine1Txt |
| City | Boise | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770201747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURF DEVELOPMENT COMPANY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SURF | BusinessNameControlTxt |
| Phone | 8057363423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2146 | AddressLine1Txt |
| City | LOMPOC | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93438 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Irene Melton | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Irene | PersonFirstNm |
| Person Last | Melton | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marshall Bratton | PreparerPersonNm |
| PTIN | P01837193 | PTIN |
| Phone | 2083756490 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Irene Melton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2146 | AddressLine1Txt |
| City | Lompoc | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93438 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,068,431 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Formation | 1988 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING FOR LOW INCOME, INDIVIDUALS, FAMILIES, ELDERLY, AND DISABLE PERSONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $89,672 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,374,975 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,047,842 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,273 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,589 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,478,920 | PYTotalRevenueAmt |
| CY Total Revenue | $1,068,431 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $856,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $922,070 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $528,161 | PYOtherExpensesAmt |
| CY Other Expenses | $470,100 | CYOtherExpensesAmt |
| PY Total Expenses | $1,387,509 | PYTotalExpensesAmt |
| CY Total Expenses | $1,392,170 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $91,411 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$323,739 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,643,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,543,447 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,919,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,143,033 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,724,153 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,400,414 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HOUSING FOR LOW INCOME, INDIVIDUALS, FAMILIES, ELDERLY, AND DISABLE PERSONS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $969,501 | ExpenseAmt |
| Revenue | $1,067,971 | RevenueAmt |
| Desc | PROVIDE HOUSING FOR LOW INCOME FAMILIES AND ELDERLY AND HANDICAPPED PERSONS WHO CANNOT AFFORD DECENT, SAFE, AND SANITARY HOUSING. | Desc |
| Total Program Service Expenses | $969,501 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE MELTON | PersonNm |
| Phone | 8057363423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 W OCEAN AVENUE | AddressLine1Txt |
| City | LOMPOC | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Milton E Johns | |||||||
| Senior Project Man | 40.00 | 0.00 | $203,815 | $0 | $0 | ||
| Larry K Deese | |||||||
| Senior Project Man | 40.00 | 0.00 | $169,544 | $0 | $0 | ||
| Mark W Cromer | |||||||
| Project Manager | 40.00 | 0.00 | $146,188 | $0 | $0 | ||
| Nancy L Wesoff | |||||||
| Dir. of Contract | 40.00 | 0.00 | $140,352 | $0 | $0 | ||
| RAYMOND F DOWN | |||||||
| President | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Mark Paul | |||||||
| Vice President | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| ROBERT P HAVLICEK JR | |||||||
| Secretary | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Irene Melton | |||||||
| CFO | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Terri Zuniga | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Glenn Bacheller | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lourdes Espinoza | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $659,899 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Partnership Fee Income | 531310 | $624,965 | $624,965 |
| Rental Income | 531110 | $422,877 | $422,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,047,842 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,129 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $460 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,068,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,067,971 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $460 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,968 | TotalAmt |
| Program Services | $476,768 | ProgramServicesAmt |
| Management And General | $208,200 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,177 | TotalAmt |
| Program Services | $128,891 | ProgramServicesAmt |
| Management And General | $56,286 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,925 | TotalAmt |
| Program Services | $36,142 | ProgramServicesAmt |
| Management And General | $15,783 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,423 | TotalAmt |
| Program Services | $17,423 | ProgramServicesAmt |
| Management And General | $90,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45 | TotalAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,300 | TotalAmt |
| Management And General | $9,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,319 | TotalAmt |
| Program Services | $23,191 | ProgramServicesAmt |
| Management And General | $10,128 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132 | TotalAmt |
| Program Services | $92 | ProgramServicesAmt |
| Management And General | $40 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,951 | TotalAmt |
| Program Services | $1,357 | ProgramServicesAmt |
| Management And General | $594 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,317 | TotalAmt |
| Program Services | $3,005 | ProgramServicesAmt |
| Management And General | $1,312 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,914 | TotalAmt |
| Program Services | $97,742 | ProgramServicesAmt |
| Management And General | $2,172 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,494 | TotalAmt |
| Program Services | $3,128 | ProgramServicesAmt |
| Management And General | $1,366 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,100 | TotalAmt |
| Program Services | $1,462 | ProgramServicesAmt |
| Management And General | $638 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,715 | TotalAmt |
| Program Services | $28,715 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,002 | TotalAmt |
| Program Services | $102,028 | ProgramServicesAmt |
| Management And General | $11,974 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,027 | TotalAmt |
| Program Services | $9,474 | ProgramServicesAmt |
| Management And General | $12,553 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $34,921 | $34,921 | |
| All Other Expenses | $7,440 | $5,162 | $2,278 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,392,170 | TotalAmt |
| Program Services | $969,501 | ProgramServicesAmt |
| Management And General | $422,669 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,256,697 | BOYAmt |
| EOY | $495,149 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,584 | BOYAmt |
| EOY | $4,507 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,866,506 | BOYAmt |
| EOY | $3,544,985 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,713 | BOYAmt |
| EOY | $17,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,904,729 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,475,297 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,446,049 | BOYAmt |
| EOY | $3,429,432 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,200 | BOYAmt |
| EOY | $48,986 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,806 | BOYAmt |
| EOY | $3,331 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,643,555 | BOYAmt |
| EOY | $7,543,447 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,969 | BOYAmt |
| EOY | $792,682 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,406 | BOYAmt |
| EOY | $1,840,591 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,564 | BOYAmt |
| EOY | $1,488,392 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,463 | BOYAmt |
| EOY | $21,368 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,919,402 | BOYAmt |
| EOY | $4,143,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,774,153 | BOYAmt |
| EOY | $2,450,414 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,000 | BOYAmt |
| EOY | $950,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,724,153 | BOYAmt |
| EOY | $3,400,414 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,643,555 | BOYAmt |
| EOY | $7,543,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$323,739 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,672 | CurrentTaxYearMinus1YearAmt |
| Total | $329,842 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $674,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $691,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $845,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,374,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,047,842 | CurrentTaxYearAmt |
| Total | $4,634,382 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $827,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $745,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $878,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,464,647 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,047,842 | CurrentTaxYearAmt |
| Total | $4,964,224 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,500 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $450,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $563,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $892,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663,422 | CurrentTaxYearAmt |
| Total | $3,004,789 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $434,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $450,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $565,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $892,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $663,422 | CurrentTaxYearAmt |
| Total | $3,007,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,956,935 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,589 | CurrentTaxYearAmt |
| Total | $87,429 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,589 | CurrentTaxYearAmt |
| Total | $87,429 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $831,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $767,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $913,567 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,470,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,068,431 | CurrentTaxYearAmt |
| Total | $5,051,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.38740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.41330 | PublicSupportPY509Pct |
| Investment Income CY | 0.01730 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,432,804 | OtherCostOrOtherBasisAmt |
| Book Value | $1,432,804 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,820,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,398,401 | DepreciationAmt |
| Book Value | $1,422,403 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,428 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,420 | DepreciationAmt |
| Book Value | $8,008 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,868 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,192 | DepreciationAmt |
| Book Value | $21,676 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $574,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,284 | DepreciationAmt |
| Book Value | $544,541 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,429,432 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in Partnership Interests | Desc |
| Book Value | $48,986 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tenants' Security Deposits | Desc |
| Amt | $21,368 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $21,368 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,068,830 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,068,830 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | -$399 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | -$399 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,068,431 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,392,569 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,392,569 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | -$399 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | -$399 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,392,170 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS SUBJECT TO FEDERAL INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME AND IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND ALL CHARITABLE CONTRIBUTIONS ARE CONSIDERED TAX DEDUCTIBLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|
| Larry K Deese | ||
| Senior Project Man | $169,544 | $169,544 |
| Milton E Johns | ||
| Senior Project Man | $203,815 | $203,815 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | A DRAFT COPY OF THE TAX RETURN WAS REVIEWED BY THE CFO, DISCUSSED WITH THE BOARD OF DIRECTORS, AND APPROPRIATE CHANGES MADE. THE FINAL TAX RETURN WAS THEN PREPARED AND APPROVED FOR FILING. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS AS DESCRIBED BY OUR CONFLICT OF INTEREST POLICY. AT LEAST ANNUALLY, THE BOARD AND OFFICERS DISCUSS ANY POTENTIAL CONFLICTS OF INTEREST AND RECORD IN THE MINUTES OF THE BOARD MEETING. TO DATE, THERE HAVE BEEN NO CONFLICTS OF INTEREST TO NOTE. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ANY MEMBER OF THE PUBLIC WHO WOULD LIKE TO OBTAIN SURF DEVELOPMENT COMPANY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY REQUEST THEM IN WRITING. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Central Plaza Housing Partners LP | |||||||||||||
| 815 West Ocean Avenue | Lompoc | CA | 93436 | 412146730 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.99990 | ||
| Aparicio Community Apartments LP | |||||||||||||
| 815 West Ocean Avenue | Lompoc | CA | 93436 | 800447886 | Low Income Housing | CA | Surf Development Co | Related | Yes (true) | Yes (true) | 0.00010 | $38,505 | $124,964 |
| Central Plaza Apts Resyndication LP | |||||||||||||
| 815 West Ocean Avenue | Lompoc | CA | 93436 | 852954521 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00001 | $4 | $15 |
| Golden Inn & Village Family LP | |||||||||||||
| 815 West Ocean Avenue | Lompoc | CA | 93436 | 471153470 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$15 | $588,476 |
| Golden Inn and Village Senior LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 465678817 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$19 | $770,485 |
| 513 North G LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 208036432 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00009 | -$13 | $748,383 |
| Leland Grossman Sandpiper LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 465649173 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$13 | $153,628 |
| Lompoc Gardens LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 473201980 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00009 | -$90 | $126,275 |
| Cypress & 7th LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 851501570 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00010 | $100 | |
| Cypress & 7th LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 851501570 | Low Income Housing | CA | Surf Affordable Hous | Related | false | false | 0.99990 | -$1,125 | $100 |
| Lompoc Palm Grove Apartments LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 460597446 | Low Income Housing | CA | Surf Development Co | Related | Yes (true) | Yes (true) | 0.00004 | $7,368 | $48,968 |
| Lompoc Terrace Apartments LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 462179861 | Low Income Housing | CA | Surf Development Co | Related | Yes (true) | Yes (true) | 0.00004 | $5,970 | $84,557 |
| Los Alamos Creekside Village LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 800413150 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$24 | $40,083 |
| Miller Stanley LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 471147298 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00009 | -$30 | $70,940 |
| Parkside Garden Apartments LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 842649280 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$83 | $87,502 |
| Parkview Isla Vista LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 510666110 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00004 | -$1 | $41,721 |
| Pescadero Lofts Isla Vista LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 461766959 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$8 | $92,431 |
| Positano Apartments LP | |||||||||||||
| 815 West Ocean LP | Lompac | CA | 93436 | 474671667 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00009 | -$38 | $360,354 |
| McClelland Santa Maria LC | |||||||||||||
| 430 E State St Ste 100 | Eagle | ID | 83616 | 800478463 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$19 | $48,353 |
| Santa Rita Village LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 900544836 | Low Income Housing | CA | Surf Development Co | Related | Yes (true) | Yes (true) | 0.00005 | $12,651 | $42,855 |
| Santa Rita Village II LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 463064674 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | $25,512 | |
| Ted Zenich Gardens LP | |||||||||||||
| 815 West Ocean Ave | Lompoc | CA | 93436 | 205752646 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00004 | $141,858 | |
| The Residences at Depot Street LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 815334965 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | -$54 | $1,498,907 |
| Escalante Meadows LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 851405887 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | $100 | |
| Escalante Meadows LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 851405887 | Low Income Housing | CA | Surf Affordable Hous | Related | false | false | 0.99990 | ||
| Sagunto Place LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 851389463 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | $166 | |
| Sagunto Place LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 851389463 | Low Income Housing | CA | Surf Affodable Housi | Related | false | false | 0.99990 | ||
| Thompson Park Apartments LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 853065890 | Low Income Housing | CA | Surf Development Co | Related | false | Yes (true) | 0.00005 | ||
| Thompson Park Apartments LP | |||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 853065890 | Low Income Housing | CA | Surf Affordable Hous | Related | false | false | 0.99990 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SURF AFFORDABLE HOUSING ENT INC | ||||||||||||
| 815 W OCEAN AVENUE | LOMPOC | CA | 93436 | 510620984 | AFFORDABLE HOUSING | CA | Surf Development Co | C CORP | $42,218 | $203,783 | 1.00000 | Yes (true) |
| Surf Solar Company Inc | ||||||||||||
| 597 AVENUE OF FLAGS STE 104 | Buellton | CA | 93427 | 364689579 | Solar Facilities | CA | Surf Development Co | C corp | false | |||
| WCC MGP LLC | ||||||||||||
| 815 W Ocean Ave | Lompoc | CA | 93436 | 844835326 | Affordable Housing | CA | Surf Development Co | C Corp | -$11,649 | $10,676,119 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |