Civic Intelligence

Marin Charitable Association

990 • Fiscal year 2021 • EIN 23-7115841

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

336 Bon Air CenterGreenbrae, CA 94904

(415) 870-6656

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

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

Net Margin

68th percentile

23%

Higher net margin than 68% 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

72nd percentile

29%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

46th percentile

-0.4%

Faster revenue growth than 46% of similar nonprofits.

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

Assets

Up

$277,840

Up $61,971 (+29%) from 2020

Net Assets

Up

$272,455

Up $61,971 (+29%) from 2020

Liabilities

Flat

$5,385

Flat from 2020

Revenue

Down

$271,848

Down $980 (-0.4%) from 2020

Expenses

Down

$209,876

Down $30,072 (-13%) from 2020

Net Income

Up

$61,972

Up $29,092 (+88%) from 2020

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: $173,520Liabilities 2011: $0Net Assets 2011: $173,5202011Assets 2012: $128,858Net Assets 2012: $128,8582012Assets 2013: $132,970Net Assets 2013: $132,9702013Assets 2014: $149,781Liabilities 2014: $0Net Assets 2014: $149,7812014Assets 2015: $123,680Liabilities 2015: $1,260Net Assets 2015: $122,4202015Assets 2016: $164,717Liabilities 2016: $1,385Net Assets 2016: $163,3322016Assets 2017: $163,895Liabilities 2017: $1,385Net Assets 2017: $162,5102017Assets 2018: $184,683Liabilities 2018: $1,385Net Assets 2018: $183,2982018Assets 2019: $174,939Liabilities 2019: $1,385Net Assets 2019: $173,5542019Assets 2020: $215,869Liabilities 2020: $5,385Net Assets 2020: $210,4842020Assets 2021: $277,840Liabilities 2021: $5,385Net Assets 2021: $272,4552021Assets 2022: $463,330Liabilities 2022: $172,844Net Assets 2022: $290,4862022Assets 2023: $638,081Liabilities 2023: $950Net Assets 2023: $637,1312023Assets 2024: $2,029,146Liabilities 2024: $0Net Assets 2024: $2,029,1462024

Highlighted filing

2021

Assets$277,840
Liabilities$5,385
Net Assets$272,455

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $163,0642011Revenue 2012: $134,869Expenses 2012: $179,531Net Income 2012: -$44,6622012Revenue 2013: $115,650Expenses 2013: $158,091Net Income 2013: -$42,4412013Revenue 2014: $214,359Expenses 2014: $197,548Net Income 2014: $16,8112014Revenue 2015: $169,460Expenses 2015: $196,821Net Income 2015: -$27,3612015Revenue 2016: $212,137Expenses 2016: $176,259Net Income 2016: $35,8782016Revenue 2017: $207,705Expenses 2017: $212,394Net Income 2017: -$4,6892017Revenue 2018: $243,496Expenses 2018: $223,175Net Income 2018: $20,3212018Revenue 2019: $216,967Expenses 2019: $226,712Net Income 2019: -$9,7452019Revenue 2020: $272,828Expenses 2020: $239,948Net Income 2020: $32,8802020Revenue 2021: $271,848Expenses 2021: $209,876Net Income 2021: $61,9722021Revenue 2022: $211,816Expenses 2022: $359,508Net Income 2022: -$147,6922022Revenue 2023: $370,857Expenses 2023: $191,762Net Income 2023: $179,0952023Revenue 2024: $1,696,331Expenses 2024: $304,316Net Income 2024: $1,392,0152024

Highlighted filing

2021

Revenue$271,848
Expenses$209,876
Net Income$61,972
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.1
Gross Receipts
$271,848
Mission and Program Overview

Mission

Marin Charitable raises monies in order to provide grants to nonprofit organizations with programs serving school aged children within Marin County.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$210,484$272,455▲ $61,971
Cash and Non-Interest-Bearing Accounts$200,769$262,742▲ $61,973
Savings and Temporary Cash Investments$15,100$15,098▼ $2
Total Assets$215,869$277,840▲ $61,971
Liabilities
Accounts Payable and Accrued Expenses$5,385$5,385→ $0
Total Liabilities$5,385$5,385→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$210,484$272,455▲ $61,971
Total Liabilities and Net Assets / Fund Balance$215,869$277,840▲ $61,971
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer KellyPresident
Carol PriceCorresponding Secretary
Cynthia SamsonRecording Secretary
Kristine ErvingTreasurer
Miriam BurkeVP Communications
Jenica Bedford-PughVP Fundraising
Revenue and Support

Revenue Composition

Contributions and Grants
$270,293
Program Service Revenue
$1,555
Investment Income
$0
Other Revenue
$0
All Other Contributions
$76,009
Change in Net Assets
$61,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,010
Other Expenses$59,866
Total Fundraising Expense$49,126
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,010--$150,010
Other Expenses$0$0$49,126$49,126
Office Expenses$0$6,047$0$6,047
Conferences and Meetings$0$3,847$0$3,847
Fees for Services Accounting$0$845$0$845
Total Functional Expenses$150,010$10,740$49,126$209,876
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Fundraiser$98,802$94,249-$94,249
Floral Fling$77,389$61,474$1,475$59,999
Total Events$176,191$155,723$33,573$122,150
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Marin Charitable Association
EIN
23-7115841
Phone
4158706656
Address
336 Bon Air Center, Greenbrae, CA 94904

Signing Officer

Name
Kristine Erving
Title
Treasurer
Phone
4158706656
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristine Erving
Formed
1964
Legal Domicile
CA
Voting Board Members
140
Independent Board Members
140
Employees
0
Volunteers
100

Preparer

Firm
Lisa W Blair CPA
Address
81 Beach Road, Belvedere, CA 94920
Preparer
Lisa W Blair
Phone
4156721037
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 is available upon request

Raw XML Appendix356 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/TotalLiabilitiesBOYAmt05385
IRS990/TotalLiabilitiesEOYAmt05385
IRS990/TotalLiabilitiesGrp/BOYAmt05385
IRS990/TotalLiabilitiesGrp/EOYAmt05385
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0210484
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0272455
IRS990/TotalProgramServiceExpensesAmt0150010
IRS990/TotalProgramServiceRevenueAmt01555
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01555
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271848
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0215869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0277840
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0336 Bon Air Center
IRS990/USAddress/CityNm0Greenbrae
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094904
IRS990/VotingMembersGoverningBodyCnt0140
IRS990/VotingMembersIndependentCnt0140
IRS990/WebsiteAddressTxt0www.marincharitable.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kristine Erving
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04158706656
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marin Charitable Association
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0237115841
ReturnHeader/Filer/PhoneNum04158706656
ReturnHeader/Filer/USAddress/AddressLine1Txt0336 Bon Air Center
ReturnHeader/Filer/USAddress/CityNm0Greenbrae
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094904
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273775681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa W Blair CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 Beach Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Belvedere
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094920
ReturnHeader/PreparerPersonGrp/PhoneNum04156721037
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lisa W Blair
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-23T11:18:41-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kristine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Erving
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$1.70$0.30$1.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.37$0.19$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.17$0.29$0.21$0.36$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.27$0.21$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.01$0.21$0.27$0.24$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.22$0.23$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.24$0.22$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.21$0.21$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.21$0.18$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.17$0.20$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.21$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.12$0.16$0.04
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$0.13$0.18$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$0.16
Peer Organizations

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