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SURF DEVELOPMENT COMPANY INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SURF DEVELOPMENT COMPANY INC (EIN 77-0201747)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202631359349306008
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2026-05-15T08:55:52-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN820485954PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grigg Bratton & Brash PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14487 N Dresden Pl Ste 101AddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83714ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770201747EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURF DEVELOPMENT COMPANY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSURFBusinessNameControlTxt
Phone8057363423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2146AddressLine1Txt
CityLOMPOCCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93438ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIrene MeltonPersonNm
Person TitleCFOPersonTitleTxt
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarshall BrattonPreparerPersonNm
PTINP01837193PTIN
Phone2083756490PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerIrene MeltonPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2146AddressLine1Txt
CityLompocCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93438ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,944,449GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.surfdevelopment.orgWebsiteAddressTxt
Formation1988FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE HOUSING FOR LOW INCOME, INDIVIDUALS, FAMILIES, ELDERLY, AND DISABLED PERSONS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$1,500CYContributionsGrantsAmt
PY Program Service Revenue$2,520,393PYProgramServiceRevenueAmt
CY Program Service Revenue$1,925,001CYProgramServiceRevenueAmt
PY Investment Income$15,055PYInvestmentIncomeAmt
CY Investment Income$15,289CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,535,448PYTotalRevenueAmt
CY Total Revenue$1,941,790CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,028,352PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$986,736CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$857,203PYOtherExpensesAmt
CY Other Expenses$905,599CYOtherExpensesAmt
PY Total Expenses$1,885,555PYTotalExpensesAmt
CY Total Expenses$1,892,335CYTotalExpensesAmt
PY Revenues Less Expenses$649,893PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$49,455CYRevenuesLessExpensesAmt
Total Assets BOY$10,961,430TotalAssetsBOYAmt
Total Assets EOY$11,277,103TotalAssetsEOYAmt
Total Liabilities BOY$6,016,900TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,283,118TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,944,530NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,993,985NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE HOUSING FOR LOW INCOME, INDIVIDUALS, FAMILIES, ELDERLY, AND DISABLED PERSONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,454,651ExpenseAmt
Revenue$1,930,726RevenueAmt
DescPROVIDE HOUSING FOR LOW INCOME FAMILIES AND ELDERLY AND HANDICAPPED PERSONS WHO CANNOT AFFORD DECENT, SAFE, AND SANITARY HOUSING.Desc
Total Program Service Expenses$1,454,651TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonIRENE MELTONPersonNm
Phone8057357672PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1815 W OCEAN AVENUEAddressLine1Txt
CityLOMPOCCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93436ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
Milton E Johns
Senior Project Man40.000.00$221,414$0$0
Nancy L Wesoff
Dir. of Contract40.000.00$181,135$0$0
Larry K Deese
Senior Project Man40.000.00$146,039$0$0
RAYMOND F DOWN
President2.000.00$0$0$0Yes (X)Yes (X)
Irene Melton
CFO2.000.00$0$0$0Yes (X)Yes (X)
Terri Zuniga
Director2.000.00$0$0$0Yes (X)
Glenn Bacheller
Vice President2.000.00$0$0$0Yes (X)Yes (X)
Lourdes Espinoza
Director2.000.00$0$0$0Yes (X)
Robert P Havlicek Jr
CEO2.000.00$0$0$0Yes (X)Yes (X)
Dinah Lockhart
Director2.000.00$0$0$0Yes (X)
Mark Paul
Vice President2.000.00$0$0$0
Leticia Leon
2.000.00$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$548,588TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,500AllOtherContributionsAmt
Total Contributions$1,500TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Partnership Fee Income531310$936,058$936,058
Passthrough Income631110$69$69
Rental Income531110$988,874$988,874
FieldValueIRS element (for citing)
Total Program Service Revenue$1,925,001TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,753TotalRevenueColumnAmt
Related Or Exempt Func Income$5,725RelatedOrExemptFuncIncomeAmt
Exclusion$3,028ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$9,195OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$2,659OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$6,536OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,536TotalRevenueColumnAmt
Exclusion$6,536ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,941,790TotalRevenueColumnAmt
Related Or Exempt Func Income$1,930,726RelatedOrExemptFuncIncomeAmt
Exclusion$9,564ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$680,735TotalAmt
Program Services$471,536ProgramServicesAmt
Management And General$209,199ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$246,081TotalAmt
Program Services$176,269ProgramServicesAmt
Management And General$69,812ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$59,920TotalAmt
Program Services$42,022ProgramServicesAmt
Management And General$17,898ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$111,931TotalAmt
Program Services$21,931ProgramServicesAmt
Management And General$90,000ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,412TotalAmt
Program Services$2,412ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Management And General$14,000ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,466TotalAmt
Program Services$16,790ProgramServicesAmt
Management And General$12,676ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$933TotalAmt
Program Services$467ProgramServicesAmt
Management And General$466ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,770TotalAmt
Program Services$5,995ProgramServicesAmt
Management And General$2,775ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$156,865TotalAmt
Program Services$155,223ProgramServicesAmt
Management And General$1,642ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$24,067TotalAmt
Program Services$24,067ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,130TotalAmt
Program Services$1,130ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$205,483TotalAmt
Program Services$205,483ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$243,151TotalAmt
Program Services$242,287ProgramServicesAmt
Management And General$864ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,202TotalAmt
Program Services$10,893ProgramServicesAmt
Management And General$13,309ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES & SUBSCRIPTIONS$73,431$73,431
All Other Expenses$9,758$4,715$5,043

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,892,335TotalAmt
Program Services$1,454,651ProgramServicesAmt
Management And General$437,684ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,214,370BOYAmt
EOY$1,911,249EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$155,538BOYAmt
EOY$431,300EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,060,403BOYAmt
EOY$2,652,843EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,363BOYAmt
EOY$13,685EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,201,153LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,016,393LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,425,053BOYAmt
EOY$6,184,760EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$58,003BOYAmt
EOY$57,805EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$30,696BOYAmt
EOY$25,460EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4BOYAmt
EOY$1EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,961,430BOYAmt
EOY$11,277,103EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$276,505BOYAmt
EOY$406,970EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,607,957BOYAmt
EOY$1,961,375EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,101,573BOYAmt
EOY$3,879,341EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$30,865BOYAmt
EOY$35,432EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,016,900BOYAmt
EOY$6,283,118EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,994,530BOYAmt
EOY$4,043,985EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$950,000BOYAmt
EOY$950,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,944,530BOYAmt
EOY$4,993,985EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,961,430BOYAmt
EOY$11,277,103EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$49,455ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,672CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$231,866CurrentTaxYearMinus2YearsAmt
Current Tax Year$1,500CurrentTaxYearAmt
Total$323,038TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,374,975CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,047,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,787,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,520,393CurrentTaxYearMinus1YearAmt
Current Tax Year$1,925,001CurrentTaxYearAmt
Total$8,655,592TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,464,647CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,047,842CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,019,247CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,520,393CurrentTaxYearMinus1YearAmt
Current Tax Year$1,926,501CurrentTaxYearAmt
Total$8,978,630TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$892,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$663,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,112,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,374,187CurrentTaxYearMinus1YearAmt
Current Tax Year$1,034,953CurrentTaxYearAmt
Total$5,077,769TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$892,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$663,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,112,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,374,187CurrentTaxYearMinus1YearAmt
Current Tax Year$1,034,953CurrentTaxYearAmt
Total$5,077,769TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,900,861PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,589CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,862CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,874CurrentTaxYearMinus1YearAmt
Current Tax Year$8,753CurrentTaxYearAmt
Total$87,938TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,589CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,862CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,874CurrentTaxYearMinus1YearAmt
Current Tax Year$8,753CurrentTaxYearAmt
Total$87,938TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,470,507CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,068,431CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,048,109CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,544,267CurrentTaxYearMinus1YearAmt
Current Tax Year$1,935,254CurrentTaxYearAmt
Total$9,066,568TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.43020PublicSupportCY509Pct
Public Support PY5090.41150PublicSupportPY509Pct
Investment Income CY0.00970InvestmentIncomeCYPct
Investment Income PY0.01430InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,478,269OtherCostOrOtherBasisAmt
Book Value$1,478,269BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,625,804OtherCostOrOtherBasisAmt
Depreciation$1,961,024DepreciationAmt
Book Value$4,664,780BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$56,428OtherCostOrOtherBasisAmt
Depreciation$14,717DepreciationAmt
Book Value$41,711BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,652OtherCostOrOtherBasisAmt
Depreciation$40,652DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,184,760TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescTenants' Security DepositsDesc
Amt$35,432Amt
FieldValueIRS element (for citing)
Total Liability$35,432TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationSurf Development Company, Inc. 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 the meaning of section 509(a) of the internal revenue code and all charitable contributions are considered tax deductible.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Milton E Johns
Senior Project Man$221,414$221,414
Nancy L Wesoff
Dir. of Contract$181,135$181,135

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bA 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, Section B, Line 12cOFFICERS 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, Section C, Line 19ANY 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
Aparicio Community Apartments LP
815 West Ocean AvenueLompocCA93436800447886Low Income HousingCASurf Development Co$44Yes (true)Yes (true)0.00010
Central Plaza Apts Resyndication LP
815 West Ocean AvenueLompocCA93436852954521Low Income HousingCASurf Development Co-$31falseYes (true)0.00001
Golden Inn & Village Family LP
815 West Ocean AvenueLompocCA93436471153470Low Income HousingCASurf Development Co-$1falseYes (true)0.00005
Golden Inn and Village Senior LP
815 West Ocean AveLompocCA93436465678817Low Income HousingCASurf Development Co$3falseYes (true)0.00005
513 North G LP
815 West Ocean AveLompocCA93436208036432Low Income HousingCASurf Development Co-$9falseYes (true)0.00009
Leland Grossman Sandpiper LP
815 W Ocean AveLompocCA93436465649173Low Income HousingCASurf Development Co-$1falseYes (true)0.00005
Lompoc Gardens LP
815 West Ocean AveLompocCA93436473201980Low Income HousingCASurf Development Co-$89falseYes (true)0.00009
Cypress & 7th LP
815 West Ocean AveLompocCA93436851501570Low Income HousingCASurf Development Co-$9falseYes (true)0.00010
Cypress & 7th LP
815 West Ocean AveLompocCA93436851501570Low Income HousingCASurf Affordable Housfalsefalse0.99990
Lompoc Palm Grove Apartments LP
815 W Ocean AveLompocCA93436460597446Low Income HousingCASurf Development Co$4Yes (true)Yes (true)0.00004
Lompoc Terrace Apartments LP
815 West Ocean AveLompocCA93436462179861Low Income HousingCASurf Development Co-$16Yes (true)Yes (true)0.00004
Los Alamos Creekside Village LP
815 West Ocean AveLompocCA93436800413150Low Income HousingCASurf Development Co-$19falseYes (true)0.00005
Miller Stanley LP
815 West Ocean AveLompocCA93436471147298Low Income HousingCASurf Development Co-$45falseYes (true)0.00009
Parkside Garden Apartments LP
815 W Ocean AveLompocCA93436842649280Low Income HousingCASurf Development Co-$26falseYes (true)0.00005
Parkview Isla Vista LP
815 West Ocean AveLompocCA93436510666110Low Income HousingCASurf Development Co-$4falseYes (true)0.00004
Pescadero Lofts Isla Vista LP
815 West Ocean AveLompocCA93436461766959Low Income HousingCASurf Development CofalseYes (true)0.00005
Positano Apartments LP
815 West Ocean LPLompocCA93436474671667Low Income HousingCASurf Development Co$8falseYes (true)0.00009
McClelland Santa Maria LC
430 E State St Ste 100EagleID83616800478463Low Income HousingCASurf Development CofalseYes (true)0.00005
Santa Rita Village LP
815 West Ocean AveLompocCA93436900544836Low Income HousingCASurf Development Co-$6Yes (true)Yes (true)0.00005
Santa Rita Village II LP
815 West Ocean AveLompocCA93436463064674Low Income HousingCASurf Development CofalseYes (true)0.00005
Ted Zenich Gardens LP
815 West Ocean AveLompocCA93436205752646Low Income HousingCASurf Development CofalseYes (true)0.00004
The Residences at Depot Street LP
815 W Ocean AveLompocCA93436815334965Low Income HousingCASurf Development CofalseYes (true)0.00005
Escalante Meadows LP
815 W Ocean AveLompocCA93436851405887Low Income HousingCASurf Development Co-$2falseYes (true)0.00005
Escalante Meadows LP
815 W Ocean AveLompocCA93436851405887Low Income HousingCASurf Affordable Housfalsefalse0.99990
Sagunto Place LP
815 W Ocean AveLompocCA93436851389463Low Income HousingCASurf Development CofalseYes (true)0.00005
Sagunto Place LP
815 W Ocean AveLompocCA93436851389463Low Income HousingCASurf Affordable Housfalsefalse0.99990
Thompson Park Apartments LP
815 W Ocean AveLompocCA93436853065890Low Income HousingCASurf Development CofalseYes (true)0.00005
Thompson Park Apartments LP
815 W Ocean AveLompocCA93436853065890Low Income HousingCASurf Affordable Housfalsefalse0.99990
Harrys House LP
815 W Ocean AvenueLompocCA93436851435346Low Income HousingCASurf Development Co-$51falsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
SURF AFFORDABLE HOUSING ENT INC
815 W Ocean AvenueLOMPOCCA93436510620984AFFORDABLE HOUSINGCASurf Development CoC CORP1.00000Yes (true)
Surf Solar Company Inc
815 W Ocean AvenueLompocCA93436364689579Solar FacilitiesCASurf Development CoC corpfalse
WCC MGP LLC
815 W Ocean AvenueLompocCA93436844835326Affordable HousingCASurf Development CoC Corp1.00000Yes (true)
Cypress & 7th MGP LLC
815 W Ocean AvenueLompocCA93436922766932Affordable HousingCASurf Development CoC Corp1.00000Yes (true)
Parkview ROFR LLC
815 W Ocean AvenueLompocCA93436873511829Affordable HousingCASurf Development CoC Corp1.00000Yes (true)
Surf Central Plaza
815 W Ocean AvenueLompocCA93436863481075Affordable HousingCASurf Development CoC Corp1.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd