Civic Intelligence

Lyles Foundation a Charitable Trust

990 • Fiscal year 2018 • EIN 13-7334864

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileWWW.CENTRALVALLEYCF.ORG
5260 North PalmFresno, CA 93704

(559) 226-5600

Siviq Scores

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

Liabilities / Assets

45th percentile

0.21x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

80th percentile

1.18x

Higher debt load relative to revenue than 80% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

7th percentile

$0

Higher top officer pay than 7% of similar nonprofits.

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

87th percentile

22%

Faster asset growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

138%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$41,705,734

Up $7,515,660 (+22%) from 2017

Net Assets

Up

$32,774,698

Up $8,057,674 (+33%) from 2017

Liabilities

Down

$8,931,036

Down $542,014 (-5.7%) from 2017

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin96th percentile

Revenue

Up

$7,539,367

Up $4,375,345 (+138%) from 2017

Expenses

Up

$2,096,285

Up $269,549 (+15%) from 2017

Net Income

Up

$5,443,082

Up $4,105,796 (+307%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$60M$40M$20M$0Assets 2011: $22,653,171Liabilities 2011: $3,378,595Net Assets 2011: $19,274,5762011Assets 2012: $23,140,799Liabilities 2012: $988,396Net Assets 2012: $22,152,4032012Assets 2013: $27,637,084Liabilities 2013: $1,126,151Net Assets 2013: $26,510,9332013Assets 2014: $29,456,654Liabilities 2014: $13,510,277Net Assets 2014: $15,946,3772014Assets 2015: $30,436,163Liabilities 2015: $12,002,163Net Assets 2015: $18,434,0002015Assets 2016: $31,209,517Liabilities 2016: $10,171,456Net Assets 2016: $21,038,0612016Assets 2017: $34,190,074Liabilities 2017: $9,473,050Net Assets 2017: $24,717,0242017Assets 2018: $41,705,734Liabilities 2018: $8,931,036Net Assets 2018: $32,774,6982018Assets 2019: $43,670,150Liabilities 2019: $8,434,455Net Assets 2019: $35,235,6952019Assets 2020: $43,308,499Liabilities 2020: $7,625,832Net Assets 2020: $35,682,6672020Assets 2021: $55,246,223Liabilities 2021: $7,286,522Net Assets 2021: $47,959,7012021Assets 2022: $55,348,582Liabilities 2022: $14,276,256Net Assets 2022: $41,072,3262022Assets 2023: $42,427,772Liabilities 2023: $5,911,959Net Assets 2023: $36,515,8132023Assets 2024: $44,040,420Liabilities 2024: $5,667,455Net Assets 2024: $38,372,9652024

Highlighted filing

2018

Assets$41,705,734
Liabilities$8,931,036
Net Assets$32,774,698
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$20M$10M$0-$10M-$20MExpenses 2011: $487,7812011Expenses 2012: $2,099,7632012Revenue 2013: $5,103,967Expenses 2013: $738,585Net Income 2013: $4,365,3822013Revenue 2014: $3,749,510Expenses 2014: $14,314,066Net Income 2014: -$10,564,5562014Revenue 2015: $3,895,462Expenses 2015: $1,407,839Net Income 2015: $2,487,6232015Revenue 2016: $3,380,186Expenses 2016: $1,899,508Net Income 2016: $1,480,6782016Revenue 2017: $3,164,022Expenses 2017: $1,826,736Net Income 2017: $1,337,2862017Revenue 2018: $7,539,367Expenses 2018: $2,096,285Net Income 2018: $5,443,0822018Revenue 2019: $3,258,893Expenses 2019: $1,992,089Net Income 2019: $1,266,8042019Revenue 2020: $5,017,107Expenses 2020: $4,944,072Net Income 2020: $73,0352020Revenue 2021: $8,889,456Expenses 2021: $1,222,753Net Income 2021: $7,666,7032021Revenue 2022: $4,384,580Expenses 2022: $8,382,095Net Income 2022: -$3,997,5152022Revenue 2023: $524,601Expenses 2023: $6,868,749Net Income 2023: -$6,344,1482023Revenue 2024: $1,620,681Expenses 2024: $1,076,664Net Income 2024: $544,0172024

Highlighted filing

2018

Revenue$7,539,367
Expenses$2,096,285
Net Income$5,443,082
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$7,539,367
Mission and Program Overview

Mission

TO PROVIDE SUPPORT FOR CERTAIN ACTIVITIES OF THE CENTRAL VALLEY COMMUNITY FOUNDATION, AN ORGANIZATION DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. THE LYLES FOUNDATION'S GOAL IS TO PROVIDE SUPPORT FOR THE EXPANSION OF EDUCATIONAL OPPORTUNITIES, MEDICAL EDUCATION AND RESEARCH.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$30,849,514$32,706,837▲ $1,857,323
Investments in Publicly Traded Securities$1,966,010$6,278,722▲ $4,312,712
Cash and Non-Interest-Bearing Accounts$1,269,900$2,488,741▲ $1,218,841
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$34,190,074$41,705,734▲ $7,515,660
Other Assets Total$104,650$231,434▲ $126,784
Liabilities
Grants Payable$7,786,109$7,019,692▼ $766,417
Other Liabilities$1,680,776$1,910,105▲ $229,329
Accounts Payable and Accrued Expenses$6,165$1,239▼ $4,926
Total Liabilities$9,473,050$8,931,036▼ $542,014
Net Assets / Fund Balance
Unrestricted Net Assets$24,717,024$32,774,698▲ $8,057,674
Total Net Assets Fund Balance$24,717,024$32,774,698▲ $8,057,674
Total Liabilities and Net Assets / Fund Balance$34,190,074$41,705,734▲ $7,515,660

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$32,706,837--
Compensation and Service Providers
Top Officer Pay7th percentile

Board Members and Trustees

NameTitle
Ashley SwearenginTrustee
Gerald V LylesTrustee
Jeff JaechTrustee
Ken NewbyTrustee
William M LylesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,834,624
Program Service Revenue
$0
Investment Income
$179,653
Other Revenue
$1,525,090
All Other Contributions
$4,000,000
Change in Net Assets
$5,443,082

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$1,683,840Form 8283
Securities Closely Held Stock3$150,784Appraisal
Total Noncash Contributions4$1,834,624-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,551,604
Other Expenses$544,681
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,551,604--$1,551,604
Fees for Services Accounting-$9,505-$9,505
Other Expenses-$6,278-$6,278
All Other Expenses-$5,309-$5,309
Fees for Services Legal-$703-$703
Total Functional Expenses$1,551,604$544,681$0$2,096,285
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Central Valley Community FounFresno, CA-support community foundation$1,131,213
Purdue FoundationWest Lafayette, IN-support educational expansion$233,583
Fresno for Clean Safe NeighbFresno, CA-Lobbying Expenses$150,000
Hawaii Community FoundationHonolulu, HI-Support Community Foundation$36,808
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ldi Stock - Embedded Ubit Liability$1,910,104
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Gerald V. Lyles and William M. Lyles are brothers.JEFF JAECH IS LEGAL COUNSEL FOR THE THE SUPPORTED ORGANIZATION, CENTRAL VALLEY COMMUNITY FOUNDATION.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 reviewed by trustees”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies and financial information are available upon request”

Filing and Contact Details

Filer

Filer Name
Lyles Foundation
EIN
13-7334864
Phone
5592265600
Address
5260 North Palm, Fresno, CA 93704

Signing Officer

Name
Ashley Swearengin
Title
Trustee
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerald V Lyles
Formed
2002
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Price Paige and Company
Address
677 Scott Avenue, Clovis, CA 93612
Preparer
Fausto Hinojosa CPA CFE
Phone
5592999540
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Form 5471 StatementName of Taxpayer: Lyles FoundationFederal EIN: 13-73348642018 Form 990For the Tax Year Ended: December 31, 2018Statement Pursuant to Regulation Section 1.6038-2(j)(3)Pursuant to Regulation Section 1.6038-2(j)(3), the taxpayer is attaching this statement to fulfill the filing requirements for Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations for ARU SPC Ltd., on behalf of Pillar Segregated Portfolio (Pillar), a controlled foreign corporation owned by Lyles Diversified Inc. The taxpayer is a shareholder in Lyles Diversified, Inc.The taxpayer's filing requirement will be satisfied, as the information for Pillar will be included in the 2017 Form 1120S Tax Return of Lyles Diversified, Inc., 1210 West Olive Avenue, Fresno, CA 93727, for the year ended September 30, 2018. The identification number of Lyles Diversified, Inc. is 94-1050189. Lyles Diversified, Inc. will efile its 2017 1120S.”

Client Note 2

“Client Note 2 - Deductible Contributions on Form 990-T are calculated as 50% of Net Income before the $50,098 deduction for Domestic Production Deduction. Taxable income before 50% of Contributions and Domestic Production Deduction is $1,114,298.”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“DONATED SERVICES = -$124”

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation has qualified as non-profit organization and has been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d).Generally accepted accounting principles provide accounting and disclosures guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundations returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.”

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IRS990/OtherAssetsTotalGrp/EOYAmt0231434
IRS990/OtherChangesInNetAssetsAmt0-124
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0INCOME TAX - DEFERRED
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE COSTS
IRS990/OtherExpensesGrp/Desc2Taxes
IRS990/OtherExpensesGrp/Desc3INVESTMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0228260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1163864
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2130762
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36278
IRS990/OtherExpensesGrp/TotalAmt0228260
IRS990/OtherExpensesGrp/TotalAmt1163864
IRS990/OtherExpensesGrp/TotalAmt2130762
IRS990/OtherExpensesGrp/TotalAmt36278
IRS990/OtherLiabilitiesGrp/BOYAmt01680776
IRS990/OtherLiabilitiesGrp/EOYAmt01910105
IRS990/OtherRevenueMiscGrp/Desc0EQUITY IN EARNINGS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01525090
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01525090
IRS990/OtherRevenueTotalAmt01525090
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Gerald V Lyles
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01330470
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01283371
IRS990/PYInvestmentIncomeAmt024538
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0543365
IRS990/PYOtherRevenueAmt01809014
IRS990/PYRevenuesLessExpensesAmt01337286
IRS990/PYTotalExpensesAmt01826736
IRS990/PYTotalRevenueAmt03164022
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05443082
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt01834624
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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/EIN0770478025
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01295077
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CENTRAL VALLEY COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01295077
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt0250000
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0250000
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt01000000
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt01000000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt0755829
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt0755829
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/Form4720FiledInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrassrootsCeilingAmt0375000
IRS990ScheduleC/GrassrootsNontaxableGrp/AffiliatedGroupTotalAmt0250000
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt063704
IRS990ScheduleC/LobbyingCeilingAmt01500000
IRS990ScheduleC/LobbyingNontaxableAmountGrp/AffiliatedGroupTotalAmt01000000
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0254816
IRS990ScheduleC/OrganizationBelongsAffltGrpInd0X
IRS990ScheduleC/OtherExemptPurposeExpendGrp/AffiliatedGroupTotalAmt018165453
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt01946326
IRS990ScheduleC/TotalDirectLobbyingGrp/AffiliatedGroupTotalAmt0755829
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt0150000
IRS990ScheduleC/TotalExemptPurposeExpendGrp/AffiliatedGroupTotalAmt018921282
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt02096326
IRS990ScheduleC/TotalLobbyingExpendGrp/AffiliatedGroupTotalAmt0755829
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt0150000
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt032706837
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01910104
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LDI STOCK - EMBEDDED UBIT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Rounding
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation has qualified as non-profit organization and has been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d).Generally accepted accounting principles provide accounting and disclosures guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundations returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueSecuritiesAmt032706837
IRS990ScheduleD/TotalLiabilityAmt01910105
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01131213
IRS990ScheduleI/RecipientTable/CashGrantAmt1150000
IRS990ScheduleI/RecipientTable/CashGrantAmt236808
IRS990ScheduleI/RecipientTable/CashGrantAmt3233583
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0support community foundation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Lobbying Expenses
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Support Community Foundation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3support educational expansion
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CENTRAL VALLEY COMMUNITY FOUN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Fresno for Clean Safe Neighb
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Hawaii Community Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Purdue Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0770478025
IRS990ScheduleI/RecipientTable/RecipientEIN1825094953
IRS990ScheduleI/RecipientTable/RecipientEIN2990261283
IRS990ScheduleI/RecipientTable/RecipientEIN3310958507
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05260 N PALM AVE 122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15260 N Palm Ave 122
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2827 Fort Street Mall
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3403 West Wood St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FRESNO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Fresno
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Honolulu
IRS990ScheduleI/RecipientTable/USAddress/CityNm3West Lafayette
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2HI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd093704
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd193704
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd296813
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd347907
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Organizations are asked to provide reports upon request.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/Form8283ReceivedCnt02
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0Appraisal
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt0150784
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Form 8283
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt01683840
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,705,734
Liabilities
$8,931,036
Net assets
$32,774,698
Revenue
$7,539,367
Expenses
$2,096,285
Net income
$5,443,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$5.67$38.4$1.62$1.08$0.54
2023Detailed filing. Detailed filing data is available for this year.$42.4$5.91$36.5$0.52$6.87$6.34
2022Detailed filing. Detailed filing data is available for this year.$55.3$14.3$41.1$4.38$8.38$4.00
2021Detailed filing. Detailed filing data is available for this year.$55.2$7.29$48.0$8.89$1.22$7.67
2020Detailed filing. Detailed filing data is available for this year.$43.3$7.63$35.7$5.02$4.94$0.07
2019Detailed filing. Detailed filing data is available for this year.$43.7$8.43$35.2$3.26$1.99$1.27
2018Detailed filing. Detailed filing data is available for this year.$41.7$8.93$32.8$7.54$2.10$5.44
2017Detailed filing. Detailed filing data is available for this year.$34.2$9.47$24.7$3.16$1.83$1.34
2016Detailed filing. Detailed filing data is available for this year.$31.2$10.2$21.0$3.38$1.90$1.48
2015Detailed filing. Detailed filing data is available for this year.$30.4$12.0$18.4$3.90$1.41$2.49
2014Detailed filing. Detailed filing data is available for this year.$29.5$13.5$15.9$3.75$14.3$10.6
2013Detailed filing. Detailed filing data is available for this year.$27.6$1.13$26.5$5.10$0.74$4.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$0.99$22.2$2.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$3.38$19.3$0.49