Civic Intelligence

Humboldt Area Foundation

990 • Fiscal year 2018 • EIN 23-7310660

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

Organization ProfileWWW.HAFOUNDATION.ORG

View Organization Page

363 Indianola RoadBayside, CA 95524

(707) 442-2993

Siviq Scores

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

Liabilities / Assets

35th percentile

0.18x

Higher debt load relative to assets than 35% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

1.72x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

6th percentile

$149,494

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Asset Growth

76th percentile

9.3%

Faster asset growth than 76% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

68%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$120,451,126

Up $10,282,140 (+9.3%) from 2017

Net Assets

Up

$98,625,774

Up $8,573,309 (+9.5%) from 2017

Liabilities

Up

$21,825,352

Up $1,708,831 (+8.5%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin86th percentile

Revenue

Up

$12,655,343

Up $5,103,017 (+68%) from 2017

Expenses

Up

$8,512,020

Up $1,369,867 (+19%) from 2017

Net Income

Up

$4,143,323

Up $3,733,150 (+910%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$200M$150M$100M$50M$0Assets 2012: $73,901,283Liabilities 2012: $14,502,068Net Assets 2012: $59,399,2152012Assets 2013: $85,617,817Liabilities 2013: $17,125,293Net Assets 2013: $68,492,5242013Assets 2014: $101,232,671Liabilities 2014: $17,776,110Net Assets 2014: $83,456,5612014Assets 2015: $102,402,428Liabilities 2015: $17,403,095Net Assets 2015: $84,999,3332015Assets 2016: $99,436,682Liabilities 2016: $18,921,308Net Assets 2016: $80,515,3742016Assets 2017: $110,168,986Liabilities 2017: $20,116,521Net Assets 2017: $90,052,4652017Assets 2018: $120,451,126Liabilities 2018: $21,825,352Net Assets 2018: $98,625,7742018Assets 2019: $132,134,544Liabilities 2019: $31,377,444Net Assets 2019: $100,757,1002019Assets 2020: $134,029,100Liabilities 2020: $30,806,137Net Assets 2020: $103,222,9632020Assets 2021: $172,334,910Liabilities 2021: $39,912,291Net Assets 2021: $132,422,6192021Assets 2022: $149,379,870Liabilities 2022: $35,368,981Net Assets 2022: $114,010,8892022Assets 2023: $160,124,907Liabilities 2023: $38,433,272Net Assets 2023: $121,691,6352023Assets 2024: $184,241,118Liabilities 2024: $43,323,286Net Assets 2024: $140,917,8322024

Highlighted filing

2018

Assets$120,451,126
Liabilities$21,825,352
Net Assets$98,625,774
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$30M$20M$10M$0-$10MExpenses 2012: $6,033,9182012Expenses 2013: $6,275,7732013Revenue 2014: $12,376,586Expenses 2014: $6,010,725Net Income 2014: $6,365,8612014Revenue 2015: $8,888,101Expenses 2015: $6,754,548Net Income 2015: $2,133,5532015Revenue 2016: $7,838,857Expenses 2016: $7,963,682Net Income 2016: -$124,8252016Revenue 2017: $7,552,326Expenses 2017: $7,142,153Net Income 2017: $410,1732017Revenue 2018: $12,655,343Expenses 2018: $8,512,020Net Income 2018: $4,143,3232018Revenue 2019: $10,535,979Expenses 2019: $9,270,571Net Income 2019: $1,265,4082019Revenue 2020: $12,899,721Expenses 2020: $10,053,706Net Income 2020: $2,846,0152020Revenue 2021: $13,192,449Expenses 2021: $12,042,279Net Income 2021: $1,150,1702021Revenue 2022: $19,202,493Expenses 2022: $14,091,296Net Income 2022: $5,111,1972022Revenue 2023: $14,944,063Expenses 2023: $15,546,638Net Income 2023: -$602,5752023Revenue 2024: $22,845,756Expenses 2024: $16,797,083Net Income 2024: $6,048,6732024

Highlighted filing

2018

Revenue$12,655,343
Expenses$8,512,020
Net Income$4,143,323
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.3
Gross Receipts
$17,394,968
Mission and Program Overview

Mission

Promotes & encourages generosity, leadership & inclusion to strengthen our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$100,684,381$105,980,660▲ $5,296,279
Land, Buildings, and Equipment, Net$4,358,587$4,713,135▲ $354,548
Pledges and Grants Receivable$616,574$3,496,223▲ $2,879,649
Investments Program Related$1,700,897$1,942,790▲ $241,893
Cash and Non-Interest-Bearing Accounts$2,121,120$1,451,915▼ $669,205
Investments Other Securities$441,208$919,762▲ $478,554
Savings and Temporary Cash Investments$182,789$828,767▲ $645,978
Prepaid Expenses and Deferred Charges$58,934$65,618▲ $6,684
Accounts Receivable$4,496$2,256▼ $2,240
Total Assets$110,168,986$120,451,126▲ $10,282,140
Other Assets Total$0$1,050,000▲ $1,050,000
Liabilities
Other Liabilities$18,766,533$20,707,105▲ $1,940,572
Grants Payable$1,075,837$713,386▼ $362,451
Accounts Payable and Accrued Expenses$271,582$403,263▲ $131,681
Deferred Revenue$2,569$1,598▼ $971
Total Liabilities$20,116,521$21,825,352▲ $1,708,831
Net Assets / Fund Balance
Unrestricted Net Assets$79,612,133$84,879,272▲ $5,267,139
Temporarily Rstr Net Assets$4,401,687$7,715,497▲ $3,313,810
Permanently Rstr Net Assets$6,038,645$6,031,005▼ $7,640
Total Net Assets Fund Balance$90,052,465$98,625,774▲ $8,573,309
Total Liabilities and Net Assets / Fund Balance$110,168,986$120,451,126▲ $10,282,140

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,423,656$1,021,749$3,445,405
Land$2,251,456-$2,251,456
Equipment$38,023$189,503$227,526

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,695,125$1,000--$5,696,125
2016$5,863,800-▲ $11,980$180,655$5,695,125
2015$6,706,041-▼ $163,548$5,033$6,226,868
2014$6,900,148$9,000▲ $240,601$7,280$6,797,030
2013$6,365,608-▲ $1,058,726$237,783$6,900,148
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick ClearyExecutive DirectorFT$129,069$20,425$149,494
Deborah DownsDirector of FinanceFT$92,813$12,264$105,077

Board Members and Trustees

NameTitle
Julie FulkersonChair
Kathryn LobatoVice Chair
Carol RischeDirector
Charleen JordanDirector
Greg NesbittDirector
John McbethDirector
Kevin CaldwellDirector
Mary KeehnDirector
Paula AllenDirector
Raquel OrtegaDirector
STEPHEN O'MEARADirector
Zuretti GoosbySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Johnston ConstructionOffice Remodel2464 RIDGEWOOD DRIVE, Eureka, CA 95503$184,761
Revenue and Support

Revenue Composition

Contributions and Grants
$8,813,371
Program Service Revenue
$334,747
Investment Income
$3,437,768
Other Revenue
$69,457
All Other Contributions
$8,803,661
Change in Net Assets
$4,143,323

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Commercial1$1,050,000Fair Market Value
Securities Publicly Traded10$185,963Fair Market Value
Total Noncash Contributions11$1,235,963-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,682,315
Revenue Not Reported on Financial Statements
$-26,972
Revenue Not Reported on Form 990
$4,846,102
Other Revenue Adjustments
$-26,972
Total Revenue per Audited Statements
$17,528,417
Total Revenue per Form 990
$12,655,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,223,914
Salaries, Compensation, and Employee Benefits$2,635,940
Other Expenses$1,652,166
Total Fundraising Expense$271,963
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,365,344--$3,365,344
Other Salaries and Wages$1,343,802$331,402$108,831$1,784,035
Grants to Domestic Individuals$858,570--$858,570
Other Employee Benefits$70,787$211,842$37,402$320,031
Current Officers, Directors, Trustees, and Key Employees$168,450$49,558$41,146$259,154
Fees for Service Investment Mgmnt Fees-$232,560-$232,560
Office Expenses$183,942$7,975$8,392$200,309
Payroll Taxes$61,034$97,224-$158,258
Occupancy$67,748$24,698$43,032$135,478
Advertising$103,862$2,418$19,961$126,241
Pension Plan Contributions$89,865$11,398$13,199$114,462
Conferences and Meetings$107,987$1,030-$109,017
Depreciation Depletion$24,854$67,874-$92,728
Fees for Services Other$45,379$26,532-$71,911
Fees for Services Accounting-$31,050-$31,050
Insurance$2,002$28,143-$30,145
Other Expenses$25,141$77,213-$25,141
Travel$15,812$7,804-$23,616
Fees for Services Legal-$12,928-$12,928
All Other Expenses$3,750$4,372-$8,122
Total Functional Expenses$6,997,855$1,242,202$271,963$8,512,020

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,752,698
Expenses per Audited Statements$8,512,020
Total Expenses per Form 990$8,512,020
Expenses Not Reported on Form 990$240,678
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Betty Kwan Chinn Homeless FoundationEureka, CA501(c)(3)Program Support$152,300
Humboldt State University Cashiers OfficeArcata, CA501(c)(3)Kbae Bilingue Radio Station & Balance Mobility and Fall Prevention Program$122,686
City of ArcataArcata, CAGovProgram Support for Greenview Playground$106,312
Leavey Ranch LLCBayside, CA501(c)(3)Operating Support$100,770
Food for PeopleEureka, CA501(c)(3)Food for People Support$91,638
Humboldt Senior Resource CenterEureka, CA501(c)(3)Senior Resource Center Support$85,456
Hospice of HumboldtEureka, CA501(c)(3)Hospice Support$83,008
Sequoia Humane SocietyEureka, CA501(c)(3)Support Animal Welfare$80,707
Humane Response NetworkWeaverville, CA501(c)(3)Program Support$73,777
North Coast Small Business Development CenterEureka, CA501(c)(3)SUPPORTING NEW SERVICES TO LA INT'L AIRPORT$66,247
St Joseph Hospital FoundationEureka, CA501(c)(3)Redwood Coast Family Medicine Residency$59,482
Humboldt Spayneuter NetworkEureka, CA501(c)(3)Spay/neuter Assistance Program$55,840
Del Norte County Unified School DistrictCrescent City, CA501(c)(3)Youth & Family$51,705
Arcata House PartnershipArcata, CA501(c)(3)Housing People in Marginal Circumstances$47,132
American Cancer SocietyEureka, CA501(c)(3)Program Support$46,340
Young Family Ranch IncWeaverville, CA501(c)(3)Program Support$46,000
Boys and Girls ClubEureka, CA501(c)(3)Support of the Boys & Girls Club$39,510
Companion Animal FoundationArcata, CA501(c)(3)Companion Animal Center Support$39,295
Del Norte Child Care CouncilCrescent City, CA501(c)(3)Program Support$37,500
Humboldt Senior Resource Center-alzheimer Care CenterEureka, CA501(c)(3)Alzheimer Care Center Support$37,219
Humboldt State University Advancement FoundationArcata, CA501(c)(3)Hsu Library Humboldt Room Renovation Project$36,950
Ink People Center for the ArtsEureka, CA501(c)(3)Various Program Support$36,621
Hsu Sponsored Programs FoundationArcata, CA501(c)(3)Wright Wildlife Refuge$34,530
Planned Parenthood Northern CaliforniaConcord, CA501(c)(3)Supporting Planned Parenthood Northern California$30,000
Humboldt County LibraryEureka, CA501(c)(3)Library Support$28,623
Seventh Generation Fund for Indigenous Peoples IncArcata, CA501(c)(3)The Warrior Institute Program Support & Il (ith) Tuq Center - Hupa Language Dictionary$28,000
Bless the Beasts of Humboldt CountyRio Dell, CA501(c)(3)Bless the Beasts Cat and Dog Spay and Neuter Program$27,645
Glen Paul SchoolEureka, CA501(c)(3)Support of the School$26,880
Rotary Club of Eureka Sign Smith FundEureka, CA501(c)(3)Service Projects$26,810
Redwoods MonasteryWhitehorn, CA501(c)(3)Monastery Support$25,650
Brookings Harbor Community Helpers Inc Dba Brookings Harbor Food BankBrookings, OR501(c)(3)Food Bank Support$25,498
North Coast Health Improvement and Information NetworkEureka, CA501(c)(3)Support for Nurses in the School Pilot Program$25,000
Trinity Historical SocietyWeaverville, CA501(c)(3)Program Support$25,000
Redwood Coast VillageMckinleyville, CA501(c)(3)Redwood Coast Village Expansion$24,715
Mendocino Spay Neuter Assistance ProgramTalmage, CA501(c)(3)Annual Operating Support for Spay & Neuter Assistance Program$24,000
Humboldt State University Sponsored Programs FoundationArcata, CA501(c)(3)Bilingual, Culturally-relevant Capacity Building for Latinx Entrepreneures and Business Owners and the Along the River Program$22,871
Humboldt County Firechiefs AssocEureka, CA501(c)(3)Development of a Strategic Plan$22,000
First Presbyterian Church of EurekaEureka, CA501(c)(3)Program Support$19,958
South Bay Union School DistrictEureka, CAGovCareer Technical Education Program$19,923
Evergreen LodgeEureka, CA501(c)(3)Program Support$19,072
ST MARY'S CHURCHArcata, CA501(c)(3)SUPPORT THE WORK OF ST. MARY'S CHURCH$18,668
Southern Humboldt Community ParkGarberville, CA501(c)(3)The Southern Humboldt Community Sports Complex$18,500
First 5 HumboldtEureka, CA501(c)(3)Program Support$18,452
American River Natural History AssociationCarmichael, CA501(c)(3)Program Support$18,315
Willow Creek Youth Partnership - Dream QuestWillow Creek, CA501(c)(3)Dream Quest$17,750
Kee Cha-e-nar CorporationKlamath, CA501(c)(3)Yurok Programs$17,000
Humboldt Area Center for Harm ReductionEureka, CA501(c)(3)Harm Reduction$16,800
Humboldt Association of Realtors Toys for KidsEureka, CA501(c)(6)2017 Toys for Kids Donation$16,680
Casa of Del NorteCrescent City, CA501(c)(3)Del Norte County Resilient Families Initiative$16,524
Trinity County Office of EducationWeaverville, CA501(c)(3)Gift Cards for Students Impacted by Helena Fire$16,250
Brookings Church of the NazareneBrookings, OR501(c)(3)Supporting People Affected by the Fire$16,076
Trinity Museum SocietyTrinidad, CA501(c)(3)Museum Support$16,000
Eastern Oregon UniversityLa Grande, OR501(c)(3)Scholarships$15,820
Oregon State University Office of Financial Aid & ScholarshipsCorvallis, OR501(c)(3)Scholarships$15,820
Big Brothers Big Sisters of the North CoastEureka, CA501(c)(3)Program Support$15,750
Sancutary ForestWhitehorn, CA501(c)(3)Community Stewardship Education Project$15,500
St Bernard Catholic SchoolEureka, CA501(c)(3)Program Support$15,278
Arcata Community PoolArcata, CAGovProgram Support$15,000
Family Resource Center of the RedwoodsCrescent City, CA501(c)(3)Supporting Youth$15,000
Humboldt County Office of EducationEureka, CA501(c)(3)Trades Academy Vehicle$15,000
Lighthouse for the Blind and Visually ImpairedSan Francisco, CA501(c)(3)Humboldt Lighthouse for the Blind Program$15,000
Trinity Scholarship FoundationWeaverville, CA501(c)(3)Scholarships$14,700
St Francis Episcopal ChurchFortuna, CA501(c)(3)Maintenance and Repairs$14,250
St Albans Episcopal ChurchArcata, CA501(c)(3)Faith Leader Disaster Preparedness Training$14,000
Wild Souls RanchEureka, CA501(c)(3)Equine Therapy Scholarships$13,900
Mckinleyville Family Resource CenterMckinleyville, CA501(c)(3)Family and Youth Programs$13,849
Friends for LifeEureka, CA501(c)(3)Friends for Life Spay and Neuter Assistance Program and Emergency Medical$13,640
Redwood Coast MontessoriEureka, CA501(c)(3)Manila Community Playground Project$13,500
Humboldt Botanical Gardens FoundationEureka, CA501(c)(3)General Support$13,149
Veterans of Foreign WarsBrookings, OR501(c)(19)Program Support$12,500
Trinity Community Food Outreach IncLewiston, CA501(c)(3)Food Bank Warehouse$12,400
Marin Rowing AssociationGreenbrae, CA501(c)(3)Purchase of Indoor Rowers$12,000
Healy Senior Center of Southern Humboldt IncRedway, CA501(c)(3)Senior Nutrition Program$11,690
College of the Redwoods Scholarship ProgramEureka, CA501(c)(3)Scholarships$11,000
Playhouse ArtsArcata, CA501(c)(3)Program Support$10,865
Humboldt Dog ObedienceEureka, CA501(c)(3)Terri Lockett Memorial Spay/neuter Fund$10,740
Northern California Indian Development CouncilEureka, CA501(c)(3)Supporting Indian Education Program$10,500
Willow Creek Christian SchoolWillow Creek, CA501(c)(3)Scholarships for School Enrollment$10,491
Humboldt Skatepark CollectiveMckinleyville, CA501(c)(3)Development of Mckinleyville Skatepark$10,250
Author Festival Friends of the Redwood LibrariesEureka, CA501(c)(3)Support of the Author Festival$10,000
Del Norte High Music BoostersCrescent City, CA501(c)(3)Support Educational Program Expanding Minds Through Literacy$10,000
Environment California Research and Policy CenterLos Angeles, CA501(c)(3)Renewable Energy Project Support$10,000
Game OverEureka, CA501(c)(3)"JANE DOE IN WONDERLAND" HUMBOLDT RESIDENCY 2018$10,000
Greyhound Adoption League of TexasDallas, TX501(c)(3)Program Support$10,000
Mid Klamath Watershed CouncilOrleans, CA501(c)(3)Klamath Sentinels Sculpture Project$10,000
Public Vet - Neuter ScooterBloomington, IN501(c)(3)PUBLIC VET'S HUMBOLDT COUNTY PROGRAM$10,000
Resighini RancheriaKlamath, CA501(c)(3)MEN'S TRADITIONAL SWEATHOUSE$10,000
The Greyhound AllianceRiver Forest, IL501(c)(3)Supporting the Sunburst Project$10,000
United States Bowling Congress - HumboldtEureka, CA501(c)(3)Humboldt Usbc Youth Trophies, Tournament and Convention$10,000
Arcata High SchoolArcata, CAGovAssorted School Programs$9,860
Fortuna Union High School DistrictFortuna, CAGovAssorted School Programs$9,634
Department of Health & Human ServicesEureka, CAGovChild Passenger Safety Program$9,539
Del Norte High SchoolCrescent City, CAGovAssorted School Programs$9,468
Norcal Lao FoundationEureka, CA501(c)(3)Program Support$9,140
Resolutioncare InstituteEureka, CA501(c)(3)Program Support$9,000
Friends of the DunesArcata, CA501(c)(3)Program Support$8,780
Redwood Pals RescueMckinleyville, CA501(c)(3)Spay/neuter, Vaccinations, and Food for Homeless Dogs in Humboldt County$8,740
Court Appointed Special Advocates of HumboldtEureka, CA501(c)(3)Casa Support$8,722
Community Alliance With Family Farmers Humboldt ChapterArcata, CA501(c)(3)Various Program Support$8,178
Redwood Rural Health CenterRedway, CA501(c)(3)Adding Medical Services to School-based Dental Van and Hiring Dentaquest Consultants$8,000
Smith River AllianceCrescent City, CA501(c)(3)Program Support$8,000
Humboldt Literacy ProjectEureka, CA501(c)(3)Assisting With Employee Portion of Health Insurance Benefit the Organization Provides$7,870
Eureka Rescue MissionEureka, CA501(c)(3)Helping People in Need$7,685
Trinity County Friends of the LibraryWeaverville, CA501(c)(3)Program Support$7,553
Redwood Discovery MuseumEureka, CA501(c)(3)Program Support$7,500
Bishop Paiute TribeBishop, CA501(c)(3)Transmission of Native Arts, Culture & Traditional Plants$7,000
Fern Cottage FoundationFerndale, CA501(c)(3)Program Support$7,000
Mateel Community CenterRedway, CA501(c)(3)Various Program and Consultant Support$6,834
Mckinleyville Community Services DistrictMckinleyville, CA501(c)(3)Purchasing Equipment for Larissa Park$6,676
Del Norte Public LibraryCrescent City, CA501(c)(3)Del Norte Reads Program$6,500
Humboldt BaykeeperArcata, CA501(c)(3)EXPLORE THE BAY / EXPLORA LA BAHI`A$6,500
Vector RehabilitationEureka, CA501(c)(3)Therapeutic Warm Pool and Pediatric Health Care$6,216
Harvey Harper Rotary Scholarship FundEureka, CA501(c)(3)Program Support$6,153
Keep Eureka BeautifulEureka, CA501(c)(3)Program Support$6,088
Humboldt Animal Rescue TeamEureka, CA501(c)(3)New Hope for Homeless Cats$6,000
Wiyot TribeLoleta, CAGovWiyot Regalia Class and Tsek Houdaqh$6,000
Breast & Gyn Health ProjectArcata, CA501(c)(3)Breast Health Project Support$5,930
St Joseph Home CareEureka, CA501(c)(3)Home Health Support$5,744
Garfield School DistrictEureka, CAGovSupport for Quack and Wabbit and B.a.r.k.$5,700
Bridgeville Community CenterBridgeville, CA501(c)(3)Summer Fun, Food Baskets and Spay and Neuter Program$5,500
North Coast Repertory TheaterEureka, CA501(c)(3)Support Latinx and La Voz Programming$5,500
Redway Elementary SchoolRedway, CA501(c)(3)To Provide Annual Support for Discretionary Spending by the Teachers of Redway Elementary School for Teaching Aids, Supplies and Programs Not Ordinarily Funded$5,390
Humboldt SponsorsEureka, CA501(c)(3)Dreamquest, Zane Junior High Support and Music Education$5,350
Clarke Historical MuseumEureka, CA501(c)(3)Museum Support$5,315
211 HumboldtEureka, CA501(c)(3)General Program Support$5,263
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Fund Liability$18,963,366
Obligations Under Split Interest Agreements$1,743,739
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The bylaws were amended during the tax year end 06/30/18 to update the composition and duties of its officers.”

Form 990, Part VI, Section B, Line 11B

“The tax return is sent to all seven members of the finance committee for review and discussion before the return is filed. The committee makes a recommendation to the board regarding the tax return and copies of the tax return are provided to the board at a monthly meeting. The finance committee reports on their review of the return to the board.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest disclosure forms are completed by all humboldt area foundation board and staff members annually. The audit committee reviews the form annually and monitors and enforces compliance with the policy. Documents are reviewed by the board liaison and finance department. Compliance is monitored by all staff and board members in this small community. Individuals with a conflict of interest remove themselves physically from the room during discussion and abstain from voting on related issues.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top official the compensation committee reviews issues specific to the ceo utilizing council on foundations survey information specific to ceo compensation. Compensation process for officers h.a.f. Performs an annual comprehensive review on all staff positions in compliance with council on foundations (cof) national standards best practices. Analysis includes comparison of current individual staff gross salaries with similar asset size across the nation. Also included is local eureka, california data which reflects average entry level compensation for each position. Management compensation recommendations are reviewed by the board finance committee for policy review. Committee recommendations are presented for full board review and ultimate approval.”

Form 990, Part VI, Section C, Line 19

“The tax return is included on the website of humboldt area foundation and a hard copy is provided to any member of the public by request.”

Filing and Contact Details

Filer

Filer Name
Humboldt Area Foundation
EIN
23-7310660
Phone
7074422993
Address
363 INDIANOLA ROAD, BAYSIDE, CA 95524

Signing Officer

Name
Patrick Cleary
Title
Executive Director
Phone
7074422993
Signed
2019-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Cleary
Formed
1972
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
51
Volunteers
150

Preparer

Firm
Yh Advisors Inc
Address
7755 CENTER AVENUE SUITE 1225, HUNTINGTON BEACH, CA 92647
Preparer
Brian Yacker
Phone
3109822803
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Actuarial gain on annuity obligation 106,863. Interfund transfers 104,420. Fiscal sponsorship -18,906.”

Form 990, Part XII, Line 2C

“The organization did not change its oversight process or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“Gives grants to support the programmatic work of humboldt area foundation.”

PART X, LINE 2:

“The foundation qualifies as a tax-exempt organization under section 501(c)(3) of the internal revenue code (irc) and, therefore, has no provision for federal income taxes. In addition, the foundation qualifies for the charitable contribution deduction under irc section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). The supporting organization meets the requirements of irc section 509(a)(3). However, the foundation is subject to income taxes on any net income that is derived from a trade or business and not in furtherance of the purposes for which it was granted exemption. No income tax provision has been recorded as the net income, if any, from any unrelated business, in the opinion of management, is not material to the financial statements taken as a whole. The foundation evaluates uncertain tax positions in accordance with asc 740-10-25-6, income taxes, whereby the effect of uncertainty would be recorded if the tax positions will more likely than not be sustained upon examination. As of june 30, 2018 and 2017, the foundation had no uncertain tax positions requiring accrual or disclosure. The federal income tax returns of the foundation for fiscal years ended june 30, 2017, 2016, and 2015 are subject to examination by the internal revenue service, generally for three years after they were filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Supporting organization's revenue 501,630. Actuarial gain on annuity obligation 106,863.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSES -26,972.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Supporting organization's expenses 194,800. Rental expenses 26,972. Fiscal sponsorship 18,906.”

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04671645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04930415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05958284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09025034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033399249
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02799347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02097004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02430671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02356452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01679923
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011363397
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01287615
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014439
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt018163
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt011051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt011127
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0149152
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0203932

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,451,126
Liabilities
$21,825,352
Net assets
$98,625,774
Revenue
$12,655,343
Expenses
$8,512,020
Net income
$4,143,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$184$43.3$141$22.8$16.8$6.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$160$38.4$122$14.9$15.5$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$149$35.4$114$19.2$14.1$5.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$172$39.9$132$13.2$12.0$1.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$134$30.8$103$12.9$10.1$2.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$31.4$101$10.5$9.27$1.27
2018Detailed filing. Detailed filing data is available for this year.$120$21.8$98.6$12.7$8.51$4.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$110$20.1$90.1$7.55$7.14$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.4$18.9$80.5$7.84$7.96$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$17.4$85.0$8.89$6.75$2.13
2014Detailed filing. Detailed filing data is available for this year.$101$17.8$83.5$12.4$6.01$6.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.6$17.1$68.5$6.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.9$14.5$59.4$6.03