Civic Intelligence

Northstar Community Foundation

990 • Fiscal year 2016 • EIN 20-0501277

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 11, 2017

PO Box 2537Truckee, CA 96160

(530) 587-2222

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

63%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

88th percentile

25%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

44%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$622,538

Up $122,995 (+25%) from 2015

Net Assets

Up

$615,345

Up $122,382 (+25%) from 2015

Liabilities

Up

$7,193

Up $613 (+9.3%) from 2015

Revenue

Up

$167,714

Up $51,243 (+44%) from 2015

Expenses

Up

$61,703

Up $14,458 (+31%) from 2015

Net Income

Up

$106,011

Up $36,785 (+53%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $250,895Liabilities 2011: $10,6292011Assets 2012: $351,712Liabilities 2012: $7,2292012Assets 2013: $396,715Liabilities 2013: $7,2292013Assets 2014: $438,035Liabilities 2014: $6,140Net Assets 2014: $431,8952014Assets 2015: $499,543Liabilities 2015: $6,580Net Assets 2015: $492,9632015Assets 2016: $622,538Liabilities 2016: $7,193Net Assets 2016: $615,3452016Assets 2017: $622,042Liabilities 2017: $17,352Net Assets 2017: $604,6902017Assets 2018: $900,988Liabilities 2018: $6,166Net Assets 2018: $894,8222018Assets 2019: $988,544Liabilities 2019: $6,178Net Assets 2019: $982,3662019Assets 2020: $1,351,904Liabilities 2020: $19,854Net Assets 2020: $1,332,0502020Assets 2021: $1,809,848Liabilities 2021: $6,786Net Assets 2021: $1,803,0622021Assets 2022: $1,787,258Liabilities 2022: $24,930Net Assets 2022: $1,762,3282022Assets 2023: $2,236,795Liabilities 2023: $7,040Net Assets 2023: $2,229,7552023Assets 2024: $2,415,659Liabilities 2024: $2,557Net Assets 2024: $2,413,1022024

Highlighted filing

2016

Assets$622,538
Liabilities$7,193
Net Assets$615,345

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $105,297Expenses 2011: $42,969Net Income 2011: $62,3282011Revenue 2012: $131,835Expenses 2012: $32,514Net Income 2012: $99,3212012Revenue 2013: $96,708Expenses 2013: $49,924Net Income 2013: $46,7842013Revenue 2014: $88,261Expenses 2014: $63,249Net Income 2014: $25,0122014Revenue 2015: $116,471Expenses 2015: $47,245Net Income 2015: $69,2262015Revenue 2016: $167,714Expenses 2016: $61,703Net Income 2016: $106,0112016Revenue 2017: $270,163Expenses 2017: $312,355Net Income 2017: -$42,1922017Revenue 2018: $405,279Expenses 2018: $68,027Net Income 2018: $337,2522018Revenue 2019: $165,218Expenses 2019: $93,079Net Income 2019: $72,1392019Revenue 2020: $420,861Expenses 2020: $82,739Net Income 2020: $338,1222020Revenue 2021: $531,336Expenses 2021: $82,694Net Income 2021: $448,6422021Revenue 2022: $368,050Expenses 2022: $330,711Net Income 2022: $37,3392022Revenue 2023: $455,491Expenses 2023: $48,063Net Income 2023: $407,4282023Revenue 2024: $410,544Expenses 2024: $176,780Net Income 2024: $233,7642024

Highlighted filing

2016

Revenue$167,714
Expenses$61,703
Net Income$106,011
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$167,714
Mission and Program Overview

Mission

Civic betterment and social improvements to promote the common good and general welfare of the people of the northstar community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$314,847$338,458▲ $23,611
Cash and Non-Interest-Bearing Accounts$131,146$247,545▲ $116,399
Prepaid Expenses and Deferred Charges$24,000$28,922▲ $4,922
Accounts Receivable$29,550$7,613▼ $21,937
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$499,543$622,538▲ $122,995
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$6,580$7,193▲ $613
Total Liabilities$6,580$7,193▲ $613
Net Assets / Fund Balance
Unrestricted Net Assets$492,963$615,345▲ $122,382
Total Net Assets Fund Balance$492,963$615,345▲ $122,382
Total Liabilities and Net Assets / Fund Balance$499,543$622,538▲ $122,995
Compensation and Service Providers

Board Members and Trustees

NameTitle
Blake RivaPresident
Jason TrimDirector
Jeff BrownDirector
Michael ParkDirector
Kurt KriegSecretary
Edward MorganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,218
Program Service Revenue
$0
Investment Income
$7,496
Other Revenue
$0
All Other Contributions
$160,218
Change in Net Assets
$106,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,730
Other Expenses$9,973
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,730--$51,730
Other Expenses-$2,780-$2,780
Total Functional Expenses$51,730$9,973$0$61,703
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vail Resorts Management CoDallas, TX-Funding of J-1 Gondola$31,230
Northstar Community Serv DistTruckee, CA-Fire Protection Grant$18,000
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
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Returns are reviewed by the treasurer and chairman prior to filing.

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

Governing documents, policies and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Northstar Community Foundation
EIN
20-0501277
Phone
5305872222
Address
PO BOX 2537, TRUCKEE, CA 96160

Signing Officer

Name
Edward Morgan
Title
Treasurer
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Blake Riva
Formed
2003
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
McClintock Accountancy Corp
Address
PO Box 2468, Truckee, CA 96160-2468
Preparer
Michael R Griesmer
Phone
5305879221
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - THE FOUNDATION HAS A COST SHARING AGREEMENT WITH THE TAHOE MOUNTAIN RESORT FOUNDATION. NORTHSTAR COMMUNITY FOUNDATION REIMBURSES 10% OF THE COST OF THE GENERAL AND ADMINISTRATIVE EXPENSES COMMON TO ALL RELATED FOUNDATIONS, INCLUDING COSTS SUCH AS TELEPHONE, POSTAGE, TRAVEL, WEBSITE MAINTENANCE, MARKETING AND PROMOTION.

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IRS990ScheduleI/RecipientTable/RecipientEIN1840601461
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0910 NORTHSTAR DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 731939
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TRUCKEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DALLAS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096161
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd175373
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS ARE REQUIRED TO REPORT TO THE BOARD ON THE USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - THE FOUNDATION HAS A COST SHARING AGREEMENT WITH THE TAHOE MOUNTAIN RESORT FOUNDATION. NORTHSTAR COMMUNITY FOUNDATION REIMBURSES 10% OF THE COST OF THE GENERAL AND ADMINISTRATIVE EXPENSES COMMON TO ALL RELATED FOUNDATIONS, INCLUDING COSTS SUCH AS TELEPHONE, POSTAGE, TRAVEL, WEBSITE MAINTENANCE, MARKETING AND PROMOTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RETURNS ARE REVIEWED BY THE TREASURER AND CHAIRMAN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TAHOE MOUNTAIN RESORTS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1GRAYS CROSSING COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2OLD GREENWOOD COMMUNITY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3TAHOE MOUNTAIN RESORTS ENVIRNMENTAL FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0571160353
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501c4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CIVIC BETTERMENT & SOCIAL IMPROVEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CIVIC BETTERMENT & SOCIAL IMPROVEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3ENVIRONMENTAL AWARENESS & SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 2537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1BOX 2537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2BOX 2537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3BOX 2537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TRUCKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TRUCKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2TRUCKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3TRUCKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd096160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd196160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd296160
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd396160
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09973
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0% OF ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TAHOE MOUNTAIN RESORTS FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0499543
IRS990/TotalAssetsEOYAmt0622538
IRS990/TotalAssetsGrp/BOYAmt0499543
IRS990/TotalAssetsGrp/EOYAmt0622538
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0160218
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09973
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051730
IRS990/TotalFunctionalExpensesGrp/TotalAmt061703
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06580
IRS990/TotalLiabilitiesEOYAmt07193
IRS990/TotalLiabilitiesGrp/BOYAmt06580
IRS990/TotalLiabilitiesGrp/EOYAmt07193
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0492963
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0615345
IRS990/TotalProgramServiceExpensesAmt051730
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt07496
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0167714
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0499543
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0622538
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0492963
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0615345
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2537
IRS990/USAddress/CityNm0TRUCKEE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096160

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.00$2.41$0.41$0.18$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.01$2.23$0.46$0.05$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.02$1.76$0.37$0.33$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.01$1.80$0.53$0.08$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.02$1.33$0.42$0.08$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.01$0.98$0.17$0.09$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.01$0.89$0.41$0.07$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.02$0.60$0.27$0.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.62$0.17$0.06$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.12$0.05$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.01$0.43$0.09$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.40$0.01$0.10$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$0.35$0.01$0.13$0.03$0.10
2011Summary only. Only limited summary data is available for this year.$0.25$0.01$0.11$0.04$0.06