Civic Intelligence

California Saca Foundation

990 • Fiscal year 2021 • EIN 20-3377395

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

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

79th percentile

0.12x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

1.76x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

83rd percentile

43%

Higher net margin than 83% 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

35th percentile

-2.7%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

19th percentile

-45%

Faster revenue growth than 19% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$283,431

Down $7,852 (-2.7%) from 2020

Net Assets

Up

$250,081

Up $3,098 (+1.3%) from 2020

Liabilities

Down

$33,350

Down $10,950 (-25%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin83rd percentile

Revenue

Down

$18,897

Down $15,173 (-45%) from 2020

Expenses

Down

$10,799

Down $22,898 (-68%) from 2020

Net Income

Up

$8,098

Up $7,725 (+2071%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$283,431
Liabilities$33,350
Net Assets$250,081
Open 2021 Filing

Operations Trend

Revenue Growth19th 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

2021

Revenue$18,897
Expenses$10,799
Net Income$8,098
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.0
Gross Receipts
$18,897
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$252,533$275,931▲ $23,398
Rtn Earn Endowment Incm Other Fnds$246,983$250,081▲ $3,098
Prepaid Expenses and Deferred Charges$38,750$7,500▼ $31,250
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 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$291,283$283,431▼ $7,852
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$44,300$33,350▼ $10,950
Total Liabilities$44,300$33,350▼ $10,950
Net Assets / Fund Balance
Total Net Assets Fund Balance$246,983$250,081▲ $3,098
Total Liabilities and Net Assets / Fund Balance$291,283$283,431▼ $7,852
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Jeff BurghPresident
Juan RaigozaVice President
Tracy Drager2nd Vice Pres
Graciela GutierrezHistorian
Cathy SaderlundSecretary
Tracy SchulzeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,804
Program Service Revenue
$6,093
Investment Income
$0
Other Revenue
$0
All Other Contributions
$12,804
Change in Net Assets
$8,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,799
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$10,799--$10,799
Total Functional Expenses$10,799$0$0$10,799
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
2022-05-10

Organization Details

Principal Officer
Tracy Schulze
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
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, we continued to not have in person meetings, but did hold virtual meetings. This was the same for 2020. Therefore, we have very limited contributions and expenses. We hope to be back to normal in 2022.”

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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, we continued to not have in person meetings, but did hold virtual meetings. This was the same for 2020. Therefore, we have very limited contributions and expenses. We hope to be back to normal in 2022.
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/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0291283
IRS990/TotalAssetsEOYAmt0283431
IRS990/TotalAssetsGrp/BOYAmt0291283
IRS990/TotalAssetsGrp/EOYAmt0283431
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012804
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010799
IRS990/TotalFunctionalExpensesGrp/TotalAmt010799
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044300
IRS990/TotalLiabilitiesEOYAmt033350
IRS990/TotalLiabilitiesGrp/BOYAmt044300
IRS990/TotalLiabilitiesGrp/EOYAmt033350
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0246983
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0250081
IRS990/TotalProgramServiceExpensesAmt010799
IRS990/TotalProgramServiceRevenueAmt06093
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018897
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0291283
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0283431
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0c/o Napa County Auditor Controller
IRS990/USAddress/CityNm0rd Street Napa
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094559
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Schulze
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0California SACA Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0203377395
ReturnHeader/Filer/PhoneNum07072991733
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Napa County Auditor Controller
ReturnHeader/Filer/USAddress/CityNm0rd Street Napa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094559
ReturnHeader/ReturnTs02022-05-10T15:48:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tracy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schulze
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$283,431
Liabilities
$33,350
Net assets
$250,081
Revenue
$18,897
Expenses
$10,799
Net income
$8,098
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits