Civic Intelligence

Shasta Regional Community Real Estate Foundation

990EZ • Fiscal year 2023 • EIN 06-1797306

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

58th percentile

7.6%

Higher net margin than 58% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

86th percentile

52%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$553

Up $189 (+52%) from 2022

Net Assets

Up

$553

Up $189 (+52%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Up

$2,500

Up $2,500 from 2022

Expenses

Up

$2,311

Up $205 (+9.7%) from 2022

Net Income

Up

$189

Up $2,295 (+109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2023

Assets$553
Liabilities$0
Net Assets$553
Open 2023 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

2023

Revenue$2,500
Expenses$2,311
Net Income$189
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,500
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.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan HaedrichChairman-$0--
Sue LangDirector-$0--
Jeff FinckSecretary-$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
2023-11-15
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 Expenses.1012

“Insurance $1286”

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 Appendix163 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Kerry Caranci
IRS990EZ/BooksInCareOfDetail/PhoneNum05302441219
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01335 Arboretum Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Redding
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0364
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0553
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0189
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01025
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0364
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0553
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02500
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0364
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0553
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0553
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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/PersonNm1Sue Lang
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/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
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/OtherExpensesTotalAmt01286
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Real estate donation program.
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/TotalExpensesAmt02311
IRS990EZ/TotalRevenueAmt02500
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/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Community Foundation of the North S
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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 Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 - Organization's Mission
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Haedrich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRC Real Estate Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHAS
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-11-15T12:58:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ryan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Haedrich
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553
Liabilities
$0
Net assets
$553
Revenue
$2,500
Expenses
$2,311
Net income
$189
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