Civic Intelligence

Chef Ann Foundation

990 • Fiscal year 2020 • EIN 26-2496810

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

5485 Conestoga CT Suite 110 FBoulder, CO 80301

(303) 330-6484

Siviq Scores

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

Liabilities / Assets

64th percentile

0.22x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.17x

Higher debt load relative to revenue than 55% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$141,611

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

92nd percentile

88%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

42%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,770,231

Up $828,697 (+88%) from 2019

Net Assets

Up

$1,377,356

Up $645,191 (+88%) from 2019

Liabilities

Up

$392,875

Up $183,506 (+88%) from 2019

Revenue

Up

$2,361,662

Up $693,139 (+42%) from 2019

Expenses

Down

$1,716,471

Down $361,288 (-17%) from 2019

Net Income

Up

$645,191

Up $1,054,427 (+258%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $966,302Liabilities 2010: $25,592Net Assets 2010: $940,7102010Assets 2011: $551,949Liabilities 2011: $3,864Net Assets 2011: $548,0852011Assets 2012: $547,053Liabilities 2012: $5,876Net Assets 2012: $541,1772012Assets 2013: $748,529Liabilities 2013: $812Net Assets 2013: $747,7172013Assets 2014: $1,540,061Liabilities 2014: $17,495Net Assets 2014: $1,522,5662014Assets 2015: $1,135,708Liabilities 2015: $692,220Net Assets 2015: $443,4882015Assets 2016: $1,540,039Liabilities 2016: $275,911Net Assets 2016: $1,264,1282016Assets 2017: $1,635,766Liabilities 2017: $140,370Net Assets 2017: $1,495,3962017Assets 2018: $1,284,092Liabilities 2018: $142,691Net Assets 2018: $1,141,4012018Assets 2019: $941,534Liabilities 2019: $209,369Net Assets 2019: $732,1652019Assets 2020: $1,770,231Liabilities 2020: $392,875Net Assets 2020: $1,377,3562020Assets 2021: $1,615,962Liabilities 2021: $85,441Net Assets 2021: $1,530,5212021Assets 2022: $2,616,480Liabilities 2022: $175,925Net Assets 2022: $2,440,5552022Assets 2023: $4,442,340Liabilities 2023: $1,182,505Net Assets 2023: $3,259,8352023Assets 2024: $5,832,573Liabilities 2024: $1,260,483Net Assets 2024: $4,572,0902024

Highlighted filing

2020

Assets$1,770,231
Liabilities$392,875
Net Assets$1,377,356

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $1,417,8732010Expenses 2011: $1,474,2172011Expenses 2012: $1,587,1892012Revenue 2013: $3,478,665Expenses 2013: $3,263,125Net Income 2013: $215,5402013Revenue 2014: $3,515,956Expenses 2014: $2,741,107Net Income 2014: $774,8492014Revenue 2015: $1,961,602Expenses 2015: $3,040,680Net Income 2015: -$1,079,0782015Revenue 2016: $3,202,771Expenses 2016: $2,382,131Net Income 2016: $820,6402016Revenue 2017: $2,558,322Expenses 2017: $2,327,054Net Income 2017: $231,2682017Revenue 2018: $1,982,169Expenses 2018: $2,336,164Net Income 2018: -$353,9952018Revenue 2019: $1,668,523Expenses 2019: $2,077,759Net Income 2019: -$409,2362019Revenue 2020: $2,361,662Expenses 2020: $1,716,471Net Income 2020: $645,1912020Revenue 2021: $1,392,155Expenses 2021: $1,589,038Net Income 2021: -$196,8832021Revenue 2022: $3,766,687Expenses 2022: $2,856,653Net Income 2022: $910,0342022Revenue 2023: $8,750,411Expenses 2023: $7,931,131Net Income 2023: $819,2802023Revenue 2024: $20,510,630Expenses 2024: $19,198,375Net Income 2024: $1,312,2552024

Highlighted filing

2020

Revenue$2,361,662
Expenses$1,716,471
Net Income$645,191
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$2,361,662
Mission and Program Overview

Mission

To provide tools that enable all schools, parents, advocates, students, administrators, teachers and food service staff to progress from serving highly processed, unhealthy food to serving fresh, scratch-cooked food.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$321,120$969,304▲ $648,184
Cash and Non-Interest-Bearing Accounts$411,046$772,811▲ $361,765
Accounts Receivable$192,281$24,846▼ $167,435
Prepaid Expenses and Deferred Charges$5,827$0▼ $5,827
Land, Buildings, and Equipment, Net$3,895$2,026▼ $1,869
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$941,534$1,770,231▲ $828,697
Other Assets Total$7,365$1,244▼ $6,121
Liabilities
Accounts Payable and Accrued Expenses$172,671$383,787▲ $211,116
Other Liabilities$36,698$9,088▼ $27,610
Total Liabilities$209,369$392,875▲ $183,506
Net Assets / Fund Balance
Net Assets With Donor Restrictions$450,978$980,128▲ $529,150
Net Assets Without Donor Restrictions$281,187$397,228▲ $116,041
Total Net Assets Fund Balance$732,165$1,377,356▲ $645,191
Total Liabilities and Net Assets / Fund Balance$941,534$1,770,231▲ $828,697

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,026$7,321$9,347
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mara FleishmanChief Executive OfficeFT$141,611$141,611

Board Members and Trustees

NameTitle
Ann CooperPresident/chair
Amy ShipleyBoard Member
Emily FriedbergBoard Member
Helene YorkBoard Member
Kevin EmoreBoard Member
Maria Emmer-aanesBoard Member
Mark LawBoard Member
Natan IronsBoard Member
Tom SpierBoard Member
PATRICK O'KELLYTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lunch Lessons LLCConsultingP O BOX 20708, Boulder, CO 80308$133,916
Revenue and Support

Revenue Composition

Contributions and Grants
$2,357,269
Program Service Revenue
$0
Investment Income
$4,393
Other Revenue
$0
All Other Contributions
$2,241,272
Change in Net Assets
$645,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$990,865
Salaries, Compensation, and Employee Benefits$725,606
Total Fundraising Expense$116,328
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$375,418$56,062$65,649$497,129
Current Officers, Directors, Trustees, and Key Employees$106,940$15,970$18,701$141,611
All Other Expenses$102,982$19,454$13,645$136,081
Other Expenses$55,817-$650$55,817
Payroll Taxes$38,434$6,008$6,453$50,895
Occupancy$26,628$3,948$4,623$35,199
Other Employee Benefits$23,388$3,493$4,090$30,971
Travel$17,832-$1,857$19,689
Insurance-$5,372-$5,372
Pension Plan Contributions$3,776$564$660$5,000
Office Expenses$1,248$3,745-$4,993
Depreciation Depletion-$1,869-$1,869
Interest-$15-$15
Total Functional Expenses$1,483,643$116,500$116,328$1,716,471
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation Payable$7,980
Accrued Retirement$1,108
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 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
Yes
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

Tax return is reviewed by every board member at board meeting.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board meeting discussion and disclosure.

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

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Chef Ann Foundation
EIN
26-2496810
Phone
3033306484
Address
5485 CONESTOGA CT SUITE 110 F, BOULDER, CO 80301

Signing Officer

Name
Mara Fleishman
Title
Chief Exec Officer
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Cooper
Formed
2008
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
8
Employees
16

Preparer

Firm
OKelly & Associates Inc
Address
6363 W 120th Avenue Suite 302, Broomfield, CO 80020
Preparer
Todd M Christensen CPA
Phone
3034381040
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Project Produce is a nutrition education grant that provides schools funds for fresh fruits, vegetables, and whole ingredients used in scratch-cooked recipes. Food service staff, often with support from other school personnel, host tastings and food literacy events in the cafeteria in order to increase student exposure and acceptability of fresh fruits, vegetables, and new recipes. OTHER PROGRAM SERVICES 5: Foothills Fresh - Chef Ann Foundation, in partnership with California nonprofit, Sierra Harvest is collaberating to assist 9 small, rural school districts in creating a food service model rooted in scratch cooking that will impact the health of thousands of children in western Nevada County and beyond. OTHER PROGRAM SERVICES 6: Get Schools Cooking 2015/2016 (Previously known as SCHOOL FOOD SUPPORT INITIATIVE) began in 2015 when Chef Ann Foundation, Life Time Foundation, and Whole Kids Foundation joined forces to provide technical assistance grants to five school districts in 2015. Get Schools Cooking supports the selected school districts to provide individualized, technical support to assist them in sustainably moving from a highly processed to cook from scratch operation. Program goals include: assessing barriers and identifying recommended actions in five key areas of school food service: Food, Finance, Facilities, Human Resources, and Marketing; supporting districts in developing action plans that create the structured framework to achieve their strategic objectives; and providing system improvement grants that support the implementation of recommended actions and next steps. OTHER PROGRAM SERVICES 7: The School Food Institute gives school food service professionals and childhood nutrition advocates the in-depth training, operational skills, and strategic vision necessary to make school food fresh, healthy, and sustainable. Our engaging online courses also include real-world examples and assignments, with operational oversight and feedback from the Chef Ann Foundation team. This program specifically supports school professionals looking to transition school meal programs to scratch-cooked operations. OTHER PROGRAM SERVICES 8: MN School Food Initiative was a new project for hte state of Minnesota in 2017 whose objective is to provide the knowledge, skills, and resources schools need to elimiate Liftime Foundation's "Harmful Seven IngrediantsX and increase scratch cooking through a collaborative, regional workshop setting. OTHER PROGRAM SERVICES 9: Get Schools Cooking 2017 - Chef Ann Foundation, Life Time Foundation, and Whole Kids Foundation joined forces to provide technical assistance grants to seven school districts in 2017. Get Schools Cooking supports the selected school districts to provide individualized, technical support to assist them in sustainably moving from a highly processed to cook from scratch operation. Program goals include: assessing barriers and identifying recommended actions in five key areas of school food service: Food, Finance, Facilities, Human Resources, and Marketing; supporting districts in developing action plans that create the structured framework to achieve their strategic objectives; and providing system improvement grants that support the implementation of recommended actions and next steps. OTHER PROGRAM SERVICES 10: Get Schools Cooking 2018: Chef Ann Foundation and Whole Kids Foundation joined forces to provide technical assistance grants to four school districts in 2018. Get Schools Cooking supports the selected school districts to provide individualized, technical support to assist them in sustainably moving from a highly processed to cook from scratch operation. Program goals include: assessing barriers and identifying recommended actions in five key areas of school food service: Food, Finance, Facilities, Human Resources, and Marketing; supporting districts in developing action plans that create the structured framework to achieve their strategic objecti

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IRS990/MissionDesc0TO PROVIDE TOOLS THAT ENABLE ALL SCHOOLS, PARENTS, ADVOCATES, STUDENTS, ADMINISTRATORS, TEACHERS AND FOOD SERVICE STAFF TO PROGRESS FROM SERVING HIGHLY PROCESSED, UNHEALTHY FOOD TO SERVING FRESH, SCRATCH-COOKED FOOD.
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IRS990/PrincipalOfficerNm0ANN COOPER
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IRS990/ProgSrvcAccomActy2Grp/Desc0Get Schools Cooking 2019: Chef Ann Foundation and Whole Kids Foundation joined forces to provide technical assistance grants to school districts in 2019. Get Schools Cooking supports the selected school districts to provide individualized, technical support to assist them in sustainably moving from a highly processed to cook from scratch operation. Program goals include: assessing barriers and identifying recommended actions in five key areas of school food service: Food, Finance, Facilities, Human Resources, and Marketing; supporting districts in developing action plans that create the structured framework to achieve their strategic objectives; and providing system improvement grants that support the implementation of recommended actions and next steps.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0241187
IRS990/ProgSrvcAccomActy3Grp/Desc0The Colorado Health Foundation Professional Development grant was initiated in 2018. Key deliverables include a new School Food Institute (SFI) course, Spanish translations of all SFI courses, new content on The Lunch Box, and website redevelopment for both The Lunch Box (thelunchbox.org) and the Chef Ann Foundation organization site (chefannfoundation.org).
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$1.26$4.57$20.5$19.2$1.31
2023Detailed filing. Detailed filing data is available for this year.$4.44$1.18$3.26$8.75$7.93$0.82
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.18$2.44$3.77$2.86$0.91
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.09$1.53$1.39$1.59$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.39$1.38$2.36$1.72$0.65
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.21$0.73$1.67$2.08$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.14$1.14$1.98$2.34$0.35
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.14$1.50$2.56$2.33$0.23
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.28$1.26$3.20$2.38$0.82
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.69$0.44$1.96$3.04$1.08
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.02$1.52$3.52$2.74$0.77
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$3.48$3.26$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.01$0.54$1.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.00$0.55$1.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.03$0.94$1.42