Civic Intelligence

Shasta Regional Community Real Estate Foundation

990EZ • Fiscal year 2021 • EIN 06-1797306

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization Profilecfnorthstate.org
1335 Arboretum Drive Suite BRedding, CA 96003

(530) 244-1219

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

65th percentile

20%

Higher net margin than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

70th percentile

26%

Faster asset growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,470

Up $510 (+26%) from 2020

Net Assets

Up

$2,470

Up $510 (+26%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin65th percentile

Revenue

Up

$2,510

Up $2,510 from 2020

Expenses

Down

$2,000

Down $110 (-5.2%) from 2020

Net Income

Up

$510

Up $2,620 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2012: $8,101Liabilities 2012: $02012Assets 2013: $8,101Liabilities 2013: $02013Assets 2014: $9,360Liabilities 2014: $0Net Assets 2014: $9,3602014Assets 2015: $406,873Liabilities 2015: $0Net Assets 2015: $406,8732015Assets 2016: $5,520Liabilities 2016: $0Net Assets 2016: $5,5202016Assets 2017: $3,315Liabilities 2017: $0Net Assets 2017: $3,3152017Assets 2018: $1,180Liabilities 2018: $0Net Assets 2018: $1,1802018Assets 2019: $4,070Liabilities 2019: $0Net Assets 2019: $4,0702019Assets 2020: $1,960Liabilities 2020: $0Net Assets 2020: $1,9602020Assets 2021: $2,470Liabilities 2021: $0Net Assets 2021: $2,4702021Assets 2022: $364Liabilities 2022: $0Net Assets 2022: $3642022Assets 2023: $553Liabilities 2023: $0Net Assets 2023: $5532023Assets 2024: $2,855Liabilities 2024: $0Net Assets 2024: $2,8552024Assets 2025: $127Net Assets 2025: $1272025

Highlighted filing

2021

Assets$2,470
Liabilities$0
Net Assets$2,470
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KRevenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $127,158Expenses 2014: $125,899Net Income 2014: $1,2592014Revenue 2015: $400,000Expenses 2015: $2,487Net Income 2015: $397,5132015Revenue 2016: $21,587Expenses 2016: $422,940Net Income 2016: -$401,3532016Revenue 2017: $0Expenses 2017: $2,205Net Income 2017: -$2,2052017Revenue 2018: $0Expenses 2018: $2,135Net Income 2018: -$2,1352018Revenue 2019: $5,000Expenses 2019: $2,110Net Income 2019: $2,8902019Revenue 2020: $0Expenses 2020: $2,110Net Income 2020: -$2,1102020Revenue 2021: $2,510Expenses 2021: $2,000Net Income 2021: $5102021Revenue 2022: $0Expenses 2022: $2,106Net Income 2022: -$2,1062022Revenue 2023: $2,500Expenses 2023: $2,311Net Income 2023: $1892023Revenue 2024: $30,043Expenses 2024: $27,741Net Income 2024: $2,3022024Revenue 2025: $2,500Expenses 2025: $5,228Net Income 2025: -$2,7282025

Highlighted filing

2021

Revenue$2,510
Expenses$2,000
Net Income$510
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$2,510
Mission and Program Overview

Mission

The entity was expressly formed to operate as a type i supporting organization of shasta regional community foundation. The activities of the supporting organization consist of soliciting contributions of assets, managing and disposing of asset donated to the supported organization, and making grants for the benefit of shasta regional community foundation.

See Schedule O

Program Services

DescriptionGrantsExpenses
Real estate donation program.--
N/A--
N/A--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan HaedrichChairman-$0--
Brian MeekSecretary-$0--
Jeff FinckTreasurer-$0--
John DuesDirector-$0--
Andy DuffDirector-$0--
Bill HaedrichDirector-$0--
Luke MinerDirector-$0--
Bill WrightDirector-$0--
Kerry CaranciCEO-$0--
Filing and Contact Details

Filer

Filer Name
SRC Real Estate Foundation
EIN
06-1797306
Phone
5302441219
Address
1335 Arboretum Drive Suite B, Redding, CA 96003

Signing Officer

Name
Ryan Haedrich
Title
Chairman
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Agt Cpas and Advisors
Address
1726 COURT ST, REDDING, CA 96001
Preparer
Kristel Maikranz CPA
Phone
5302413881
Supplemental Narrative

Additional Explanations

Other Revenue.1

“FTB Refund $10”

Other Expenses.1012

“Insurance $1200”

Form 990 - Organization'S Mission

“The entity was expressly formed to operate as a Type I supporting organization of Community Foundation of the North State. The activities of the supporting organization consist of soliciting contributions of assets, managing and disposing of assets donated to the supported organization, and making grants for the benefit of Community Foundation of the North State.”

Raw XML Appendix166 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Raiann Wilson
IRS990EZ/BooksInCareOfDetail/PhoneNum05302441219
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01335 Arboretum Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Redding
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01960
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02470
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0510
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0800
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01960
IRS990EZ/Form990TotalAssetsGrp/EOYAmt02470
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02510
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01960
IRS990EZ/NetAssetsOrFundBalancesEOYAmt02470
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01960
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt02470
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ryan Haedrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian Meek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jeff Finck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Dues
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Andy Duff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bill Haedrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Luke Miner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Bill Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kerry Caranci
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01200
IRS990EZ/OtherRevenueTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Real estate donation program.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02000
IRS990EZ/TotalRevenueAmt02510
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0cfnorthstate.org
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0680242276
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Community Foundation of the North S
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FTB Refund $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The entity was expressly formed to operate as a Type I supporting organization of Community Foundation of the North State. The activities of the supporting organization consist of soliciting contributions of assets, managing and disposing of assets donated to the supported organization, and making grants for the benefit of Community Foundation of the North State.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 - Organization's Mission
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Haedrich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRC Real Estate Foundation
ReturnHeader/Filer/BusinessNameControlTxt0REAL
ReturnHeader/Filer/EIN0061797306
ReturnHeader/Filer/PhoneNum05302441219
ReturnHeader/Filer/USAddress/AddressLine1Txt01335 Arboretum Drive Suite B
ReturnHeader/Filer/USAddress/CityNm0Redding
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680146027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGT CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01726 COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096001
ReturnHeader/PreparerPersonGrp/PhoneNum05302413881
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristel Maikranz CPA
ReturnHeader/ReturnTs02021-11-11T16:46:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Haedrich
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,470
Liabilities
$0
Net assets
$2,470
Revenue
$2,510
Expenses
$2,000
Net income
$510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.03$0.05$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.30$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.03$0.02$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03$0.02$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.05$0.02$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.00$0.02$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.02$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.22$4.23$4.01
2015Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$4.00$0.02$3.98
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.09$1.27$1.26$0.01
2013Summary only. Only limited summary data is available for this year.$0.08$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.00$0.00$0.00