Civic Intelligence

California Saca Foundation

990 • Fiscal year 2020 • EIN 20-3377395

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 08, 2021

Organization ProfileN/A
c/o Napa County Auditor Controllerrd Street Napa, CA 94559

(707) 299-1733

Siviq Scores

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

Liabilities / Assets

78th percentile

0.15x

Higher debt load relative to assets than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.30x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

43rd percentile

1.1%

Higher net margin than 43% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

18%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-89%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$291,283

Up $44,673 (+18%) from 2019

Net Assets

Up

$246,983

Up $373 (+0.2%) from 2019

Liabilities

Up

$44,300

Up $44,300 from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin43rd percentile

Revenue

Down

$34,070

Down $267,409 (-89%) from 2019

Expenses

Down

$33,697

Down $247,378 (-88%) from 2019

Net Income

Down

$373

Down $20,031 (-98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2011: $93,284Liabilities 2011: $02011Assets 2012: $96,454Liabilities 2012: $02012Assets 2013: $118,142Liabilities 2013: $26,9922013Assets 2014: $90,830Liabilities 2014: $02014Assets 2015: $53,917Liabilities 2015: $2,2482015Assets 2016: $106,670Liabilities 2016: $461Net Assets 2016: $106,2092016Assets 2017: $177,614Liabilities 2017: $0Net Assets 2017: $177,6142017Assets 2018: $234,615Liabilities 2018: $8,409Net Assets 2018: $226,2062018Assets 2019: $246,610Liabilities 2019: $0Net Assets 2019: $246,6102019Assets 2020: $291,283Liabilities 2020: $44,300Net Assets 2020: $246,9832020Assets 2021: $283,431Liabilities 2021: $33,350Net Assets 2021: $250,0812021Assets 2022: $264,668Liabilities 2022: $13,751Net Assets 2022: $250,9172022Assets 2023: $365,246Liabilities 2023: $7,128Net Assets 2023: $358,1182023Assets 2024: $337,925Liabilities 2024: $10,558Net Assets 2024: $327,3672024

Highlighted filing

2020

Assets$291,283
Liabilities$44,300
Net Assets$246,983
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $149,854Expenses 2011: $144,028Net Income 2011: $5,8262011Revenue 2012: $149,513Expenses 2012: $146,342Net Income 2012: $3,1712012Revenue 2013: $139,645Expenses 2013: $144,949Net Income 2013: -$5,3042013Revenue 2014: $164,367Expenses 2014: $165,587Net Income 2014: -$1,2202014Revenue 2015: $174,558Expenses 2015: $213,719Net Income 2015: -$39,1612015Revenue 2016: $254,023Expenses 2016: $246,249Net Income 2016: $7,7742016Revenue 2017: $331,249Expenses 2017: $263,418Net Income 2017: $67,8312017Revenue 2018: $301,185Expenses 2018: $252,493Net Income 2018: $48,6922018Revenue 2019: $301,479Expenses 2019: $281,075Net Income 2019: $20,4042019Revenue 2020: $34,070Expenses 2020: $33,697Net Income 2020: $3732020Revenue 2021: $18,897Expenses 2021: $10,799Net Income 2021: $8,0982021Revenue 2022: $284,388Expenses 2022: $283,552Net Income 2022: $8362022Revenue 2023: $375,738Expenses 2023: $268,537Net Income 2023: $107,2012023Revenue 2024: $421,058Expenses 2024: $451,809Net Income 2024: -$30,7512024

Highlighted filing

2020

Revenue$34,070
Expenses$33,697
Net Income$373
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 8, 2021
Return Version
2020v4.0
Gross Receipts
$34,070
Mission and Program Overview

Mission

County Government Financial Personnel Education. The Foundation holds two State-wide conferences for County Auditor-Controllers and Finance Directors, and various mini-conferences and trainings for County fiscal staff including Payroll Managers, Property Tax Managers, Audit Managers and Accounting Managers.

County Government Finance Personnel Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$233,000$252,533▲ $19,533
Rtn Earn Endowment Incm Other Fnds$246,610$246,983▲ $373
Prepaid Expenses and Deferred Charges$8,750$38,750▲ $30,000
Accounts Receivable$4,860$0▼ $4,860
Savings and Temporary Cash Investments-$0-
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$246,610$291,283▲ $44,673
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$44,300-
Total Liabilities$0$44,300▲ $44,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$246,610$246,983▲ $373
Total Liabilities and Net Assets / Fund Balance$246,610$291,283▲ $44,673
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Richard EberlePresident
Jeff Burgh1st Vice Pres.
Juan Raigoza2nd Vice Pres
Graciela GutierrezHistorian
Cathy SaderlundSecretary
Tracy SchulzeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,070
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$33,697--$33,697
Total Functional Expenses$33,697$0$0$33,697
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
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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

“the foundation has delegated the authority fo filing form 990 to the treasurer. although the actual 990 does not get reviewed by all members, an annual report of finances is presented, discussed and approved by the foundation during its april meeting. these documents are then used to prepare form 990.”

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

“all documents are open to public inspection at 1195 3rd street, suite b10, napa, ca 94558. no officers recieve any compensation for their services; we are all volunteers and pay to attend the conference at the same rate as all other attendees.”

Filing and Contact Details

Filer

Filer Name
California SACA Foundation
EIN
20-3377395
Phone
7072991733
Address
c/o Napa County Auditor Controller, rd Street Napa, CA 94559

Signing Officer

Name
Tracy Schulze
Title
Treasurer
Signed
2021-12-08

Organization Details

Principal Officer
Tracy Schulze
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

“Due to the COVID-19 pandemic, this was a very unusal year. We did not hold in-person trainings for the two annual State-wide meetings, instead they were virtual. Therefore, no contributions were received and our expenses were minimal, pertaining mostly to the smaller group meetings that held in-person meetings prior to March, 2020.”

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

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Due to the COVID-19 pandemic, this was a very unusal year. We did not hold in-person trainings for the two annual State-wide meetings, instead they were virtual. Therefore, no contributions were received and our expenses were minimal, pertaining mostly to the smaller group meetings that held in-person meetings prior to March, 2020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the foundation has delegated the authority fo filing form 990 to the treasurer. although the actual 990 does not get reviewed by all members, an annual report of finances is presented, discussed and approved by the foundation during its april meeting. these documents are then used to prepare form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2all documents are open to public inspection at 1195 3rd street, suite b10, napa, ca 94558. no officers recieve any compensation for their services; we are all volunteers and pay to attend the conference at the same rate as all other attendees.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services
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
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IRS990/TotalFunctionalExpensesGrp/TotalAmt033697
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IRS990/TotalLiabilitiesEOYAmt044300
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Schulze
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California SACA Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0203377395
ReturnHeader/Filer/PhoneNum07072991733
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Napa County Auditor Controller
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schulze
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,283
Liabilities
$44,300
Net assets
$246,983
Revenue
$34,070
Expenses
$33,697
Net income
$373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.11$3.27$4.21$4.52$0.31
2023Detailed filing. Detailed filing data is available for this year.$3.65$0.07$3.58$3.76$2.69$1.07
2022Detailed filing. Detailed filing data is available for this year.$2.65$0.14$2.51$2.84$2.84$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.33$2.50$0.19$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.44$2.47$0.34$0.34$0.00
2019Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$3.01$2.81$0.20
2018Summary only. Only limited summary data is available for this year.$2.35$0.08$2.26$3.01$2.52$0.49
2017Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$3.31$2.63$0.68
2016Summary only. Only limited summary data is available for this year.$1.07$0.00$1.06$2.54$2.46$0.08
2015Summary only. Only limited summary data is available for this year.$0.54$0.02$1.75$2.14$0.39
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$1.64$1.66$0.01
2013Summary only. Only limited summary data is available for this year.$1.18$0.27$1.40$1.45$0.05
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$1.50$1.46$0.03
2011Summary only. Only limited summary data is available for this year.$0.93$0.00$1.50$1.44$0.06