Civic Intelligence

The Suhi Foundation

990 • Fiscal year 2014 • EIN 20-5167859

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization ProfileN/A
6130 Stoneridge Mall Road Ste 185Pleasanton, CA 94588

(925) 460-8900

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

99th percentile

97%

Higher net margin than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

99th percentile

625%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

4135%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$3,104,706

Up $2,676,600 (+625%) from 2013

Net Assets

Up

$3,104,706

Up $2,676,600 (+625%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin99th percentile

Revenue

Up

$2,438,118

Up $2,380,544 (+4135%) from 2013

Expenses

Up

$66,001

Up $7,768 (+13%) from 2013

Net Income

Up

$2,372,117

Up $2,372,776 (+360057%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $412,706Liabilities 2010: $0Net Assets 2010: $412,7062010Assets 2011: $422,125Liabilities 2011: $0Net Assets 2011: $422,1252011Assets 2012: $428,765Liabilities 2012: $0Net Assets 2012: $428,7652012Assets 2013: $428,106Liabilities 2013: $0Net Assets 2013: $428,1062013Assets 2014: $3,104,706Liabilities 2014: $0Net Assets 2014: $3,104,7062014Assets 2015: $2,134,498Liabilities 2015: $12,500Net Assets 2015: $2,121,9982015Assets 2016: $2,144,810Liabilities 2016: $18,987Net Assets 2016: $2,125,8232016Assets 2017: $2,275,696Liabilities 2017: $10,107Net Assets 2017: $2,265,5892017Assets 2018: $2,568,932Liabilities 2018: $13,238Net Assets 2018: $2,555,6942018Assets 2019: $3,015,798Liabilities 2019: $10,573Net Assets 2019: $3,005,2252019Assets 2020: $3,148,544Liabilities 2020: $18,720Net Assets 2020: $3,129,8242020Assets 2021: $3,414,344Liabilities 2021: $8,764Net Assets 2021: $3,405,5802021Assets 2022: $3,032,975Liabilities 2022: $17,180Net Assets 2022: $3,015,7952022Assets 2023: $3,494,864Liabilities 2023: $18,346Net Assets 2023: $3,476,5182023Assets 2024: $4,069,285Liabilities 2024: $10,080Net Assets 2024: $4,059,2052024

Highlighted filing

2014

Assets$3,104,706
Liabilities$0
Net Assets$3,104,706
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $101,326Expenses 2010: $31,921Net Income 2010: $69,4052010Revenue 2011: $58,077Expenses 2011: $48,414Net Income 2011: $9,6632011Revenue 2012: $57,317Expenses 2012: $50,677Net Income 2012: $6,6402012Revenue 2013: $57,574Expenses 2013: $58,233Net Income 2013: -$6592013Revenue 2014: $2,438,118Expenses 2014: $66,001Net Income 2014: $2,372,1172014Revenue 2015: $183,915Expenses 2015: $93,801Net Income 2015: $90,1142015Revenue 2016: $122,151Expenses 2016: $203,286Net Income 2016: -$81,1352016Revenue 2017: $155,807Expenses 2017: $216,695Net Income 2017: -$60,8882017Revenue 2018: $743,755Expenses 2018: $234,699Net Income 2018: $509,0562018Revenue 2019: $383,484Expenses 2019: $234,949Net Income 2019: $148,5352019Revenue 2020: $98,740Expenses 2020: $288,909Net Income 2020: -$190,1692020Revenue 2021: $206,780Expenses 2021: $204,959Net Income 2021: $1,8212021Revenue 2022: $198,802Expenses 2022: $97,846Net Income 2022: $100,9562022Revenue 2023: $271,668Expenses 2023: $149,266Net Income 2023: $122,4022023Revenue 2024: $404,469Expenses 2024: $156,132Net Income 2024: $248,3372024

Highlighted filing

2014

Revenue$2,438,118
Expenses$66,001
Net Income$2,372,117
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Gross Receipts
$3,504,002
Mission and Program Overview

Mission

To fund scholarships for students and support programs at sweetwater high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$428,106$3,104,706▲ $2,676,600
Savings and Temporary Cash Investments$26,989$2,126,090▲ $2,099,101
Investments in Publicly Traded Securities$401,117$978,616▲ $577,499
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$428,106$3,104,706▲ $2,676,600
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$428,106$3,104,706▲ $2,676,600
Total Liabilities and Net Assets / Fund Balance$428,106$3,104,706▲ $2,676,600
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
martha juarezPresident
alejandra sotelo-solisVice President
Janice HawkenDirector
georgia a wapnowskidirector
jess van deventerDirector
linda f moraschsecretary
kile morgan jrtreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,809,409
Program Service Revenue
$0
Investment Income
$628,709
Other Revenue
$0
All Other Contributions
$1,809,409
Change in Net Assets
$2,372,117

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$1,780,736Fair Market Value (FMV)
Total Noncash Contributions$1,780,736-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,500
Other Expenses$6,501
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$59,500--$59,500
Fees for Service Investment Mgmnt Fees-$2,283-$2,283
Fees for Services Accounting-$1,425$0$1,425
Other Expenses-$593-$593
Fees for Services Other-$45-$45
Total Functional Expenses$59,500$6,501$0$66,001
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, section A, line 2

“Director kile morgan, jr. And director janice hawken have a family relationship as described below: director kile morgan, jr. Janice hawken sister director janice hawken kile morgan, jr. Brother documentation of meetings held or actions taken by the governing body: (form 990, part vi, section a, line 8a and 8b) the organization maintains a minute book with minutes of all board of directors meetings.”

form 990, part VI, section B, line 11B

“Upon completion of form 990 return of organization exempt from income tax, a copy is distributed to each board member prior to the annual meeting. The organization's board members review form 990 at that time. Availability of documents, policies, and financial statements to public: (form 990, part vi, section c, line 19) the organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. Statement of reasons for not filing on time (extension granted): additional time was needed to gather the information necessary to prepare an accurate and complete return.”

Filing and Contact Details

Filer

Filer Name
The SUHI Foundation
EIN
20-5167859
In Care Of
% KILE MORGAN JR
Phone
9254608900
Address
6130 Stoneridge Mall Road Ste 185, Pleasanton, CA 94588

Signing Officer

Name
Linda Morasch
Title
Secretary
Phone
9254608900
Signed
2015-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
Krutilla & Associates Inc
Address
350 N WIGET LANE STE 150, WALNUT CREEK, CA 94598
Preparer
Jennifer Lundberg
Phone
9259415440
Supplemental Narrative

Additional Explanations

form 990, part XI, line 9

“adjustment for sale of stock: $304,483.”

Raw XML AppendixShowing 400 of 422 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SEE ATTACHED STATEMENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR KILE MORGAN, JR. AND DIRECTOR JANICE HAWKEN HAVE A FAMILY RELATIONSHIP AS DESCRIBED BELOW: DIRECTOR KILE MORGAN, JR. JANICE HAWKEN SISTER DIRECTOR JANICE HAWKEN KILE MORGAN, JR. BROTHER DOCUMENTATION OF MEETINGS HELD OR ACTIONS TAKEN BY THE GOVERNING BODY: (FORM 990, PART VI, SECTION A, LINE 8A AND 8B) THE ORGANIZATION MAINTAINS A MINUTE BOOK WITH MINUTES OF ALL BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON COMPLETION OF FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, A COPY IS DISTRIBUTED TO EACH BOARD MEMBER PRIOR TO THE ANNUAL MEETING. THE ORGANIZATION'S BOARD MEMBERS REVIEW FORM 990 AT THAT TIME. AVAILABILITY OF DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS TO PUBLIC: (FORM 990, PART VI, SECTION C, LINE 19) THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. STATEMENT OF REASONS FOR NOT FILING ON TIME (EXTENSION GRANTED): ADDITIONAL TIME WAS NEEDED TO GATHER THE INFORMATION NECESSARY TO PREPARE AN ACCURATE AND COMPLETE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2adjustment for sale of stock: $304,483.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,104,706
Liabilities
$0
Net assets
$3,104,706
Revenue
$2,438,118
Expenses
$66,001
Net income
$2,372,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.01$4.06$0.40$0.16$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.02$3.48$0.27$0.15$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.03$0.02$3.02$0.20$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.41$0.21$0.20$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.02$3.13$0.10$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.01$3.01$0.38$0.23$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.01$2.56$0.74$0.23$0.51
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.01$2.27$0.16$0.22$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.02$2.13$0.12$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.12$0.18$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$2.44$0.07$2.37
2013Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.06$0.06$0.00
2012Summary only. Only limited summary data is available for this year.$0.43$0.00$0.43$0.06$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.06$0.05$0.01
2010Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$0.10$0.03$0.07