Nonprofit · EIN 33-0378044
CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION
Tax-exempt · SAN DIEGO, CA 92106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,608,008 | $1,391,343 | $1,216,665 | $8,596,572 | $942,072 | $7,654,500 |
| June 30, 2024 | 990 | $2,834,644 | $1,262,292 | $1,572,352 | $6,749,331 | $311,496 | $6,437,835 |
| June 30, 2023 | 990 | $2,422,501 | $1,034,035 | $1,388,466 | $5,349,096 | $483,613 | $4,865,483 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $246,000
- of which government grants
- $246,000
- Program service revenue
- $2,234,454
- Investment income
- $127,554
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $242,680
- Other salaries and wages
- $707,926
- Salaries, compensation and benefits (total)
- $1,038,346
- Professional fundraising fees
- $0
- Occupancy
- $91,077
- Travel
- $18,125
- Depreciation
- $44,511
- Program services (functional)
- $990,557
- Management and general (functional)
- $400,786
Balance sheet and other
- Total assets, start of year
- $6,749,331
- Total assets, end of year
- $8,596,572
- Total liabilities, end of year
- $942,072
- Net assets, end of year
- $7,654,500
- Land, buildings and equipment
- $1,679,794
- Net assets without donor restrictions
- $7,654,500
- Gross receipts
- $2,608,008
- Employees
- 7
- Volunteers
- 9
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUAN CARLOS HERNANDEZ | President Officer | 40 | $250,608 |
| ANA L DAVIS | LOAN OFFICER | 40 | $205,146 |
| VANESSA CARDENAS | Loan Officer | 40 | $196,227 |
| KARLA IBANEZ | LOAN PORTFOLIO MGR | 40 | $142,391 |
| NURY SAENZ EA | Secretary Trustee or director, Officer | 1 | $0 |
| MICHEL ANDERSON | Director Trustee or director | 1 | $0 |
| CIRO VILLA | Treasurer Trustee or director, Officer | 1 | $0 |
| REBECCA HUMPHRIES | Director Trustee or director | 1 | $0 |
| VIRIDIANA ROSALES TRUJILLO | Director Trustee or director | 1 | $0 |
| DALE WINETEER | Director Trustee or director | 1 | $0 |
| BARRY J SCHULTZ Esq | Vice Chair Trustee or director, Officer | 1 | $0 |
| KIM FOLSOM | Director Trustee or director | 1 | $0 |
| FERNANDO PONCE | Chair Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUAN CARLOS HERNANDEZ | President Officer | 40 | $296,257 |
| ANA L DAVIS | LOAN OFFICER | 40 | $211,220 |
| VANESSA CARDENAS | Loan Officer | 40 | $196,273 |
| KARLA IBANEZ | LOAN PORTFOLIO MGR | 40 | $141,116 |
| NURY SAENZ EA | Secretary Trustee or director, Officer | 1 | $0 |
| MICHEL ANDERSON | Director Trustee or director | 1 | $0 |
| CIRO VILLA | Treasurer Trustee or director, Officer | 1 | $0 |
| REBECCA HUMPHRIES | Director Trustee or director | 1 | $0 |
| VIRIDIANA ROSALES TRUJILLO | Director Trustee or director | 1 | $0 |
| DALE WINETEER | Director Trustee or director | 1 | $0 |
| BARRY J SCHULTZ Esq | Vice Chair Trustee or director, Officer | 1 | $0 |
| KIM FOLSOM | Director Trustee or director | 1 | $0 |
| FERNANDO PONCE | Chairman Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUAN CARLOS HERNANDEZ | President Officer | 40 | $285,345 |
| ANA L DAVIS | LOAN OFFICER | 40 | $187,270 |
| VANESSA CARDENAS MUNOZ | Loan Officer | 40 | $156,062 |
| KARLA IBANEZ | LOAN PORTFOLIO MGR | 40 | $112,955 |
| NURY SAENZ EA | Treasurer Trustee or director, Officer | 1 | $0 |
| MICHEL ANDERSON | Director Trustee or director | 1 | $0 |
| CIRO VILLA | Director Trustee or director | 1 | $0 |
| REBECCA HUMPHRIES | Chair Trustee or director, Officer | 1 | $0 |
| JAYSEL MENDOZA | Director Trustee or director | 1 | $0 |
| DALE WINETEER | Director Trustee or director | 1 | $0 |
| BARRY J SCHULTZ Esq | Vice Chair Trustee or director, Officer | 1 | $0 |
| KIM FOLSOM | Director Trustee or director | 1 | $0 |
| FERNANDO PONCE | Secretary Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2825 DEWEY RD STE 205, SAN DIEGO, CA 92106-6147
- Principal officer (990 for 2024)
- JUAN CARLOS HERNANDEZ, PO Box 647, Bonita, CA 91908
- Signed the 990
- JUAN CARLOS HERNANDEZ, President
- Phone
- (619) 232-7771
- Website
- WWW.CASOUTH.COM
- Return prepared by
- West Rhode & Roberts
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0378044 or by the name CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Underwrite service and guarantee small business loans in Southern California to assist the growth and development of small business.
Program accomplishments
- California Southern administers small business loan guarantees to assist the growth and development of small business. In 2024-2025, California Southern assisted 682 businesses in obtaining guaranteed loans.Expenses $990,557
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0378044
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B43Z)
- Assets (IRS master file)
- $8,596,572
- Income (IRS master file)
- $2,608,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,608,008 | $1,391,343 | $8,596,572 | XML |
| 990 | June 2024 | $2,834,644 | $1,262,292 | $6,749,331 | XML |
| 990 | June 2023 | $2,422,501 | $1,034,035 | $5,349,096 | XML |
| 990 | June 2022 | $1,912,567 | $1,447,801 | $3,729,099 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0378044).
Questions about CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION
- What is the EIN of CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION?
- The employer identification number (EIN) of CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION is 33-0378044.
- Is CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION?
- The 990 for the year ended June 30, 2025 names JUAN CARLOS HERNANDEZ.
- Who are the officers and directors of CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 4 received compensation from the organization, the highest $250,608 (JUAN CARLOS HERNANDEZ, President).
- How much revenue does CALIFORNIA SOUTHERN SMALL BUSINESS DEVELOPMENT CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,608,008, expenses of $1,391,343 and total assets of $8,596,572 at year end.
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