Pismo Coast Realtors Foundation Inc

Nonprofit profile at a glance

EIN
912171258
IRS 990-EZ coverage
2018–2023
Forms available
Form 990-EZ 2023, Form 990-N 2017
Location
Arroyo Grande, CA, USA
Phone
8054897303
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$8,645
Expenses
$11,634
Assets
$4,118

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • JESS BURNS (President)

People named in this filing

  • JESS BURNS (President)
  • TRACI GARZA (Director)
  • LISA MARIE JEAN (Executive Dir.)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Through fundraising activies make scholarship grants to students and provide financial support to other local charitable organizations.

What it reported doing in 2023

Through fundraising activities make scholarship grants to students and provide financial support to other local charities.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 29
  • Transparency & Controls: 82
  • Sustainability: 22
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.2%; rating input score 32
  • Program expense ratio: 23.9%; rating input score 24

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -34.6%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 0.35; rating input score 23; 23rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 25.7% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: -19.2% per year; rating input score 0; 16th percentile among comparable filings
  • Asset growth: -10.4% per year; rating input score 0; 17th percentile among comparable filings

Details

  • Where the money goes: 32.2% of revenue deployed · 23.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $3K in reported program spending
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2018 to 2023
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
  • High — Financial Efficiency: Program expense ratio scored 24/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 18/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 23/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.