Civic Intelligence

Preserve Community Foundation

990 • Fiscal year 2016 • EIN 26-4732039

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization ProfileN/A
57 Post Street No 510San Francisco, CA 94104

(415) 981-2966

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

67th percentile

8.6%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

2.4%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$928,936

Up $73,216 (+8.6%) from 2015

Net Assets

Up

$928,936

Up $73,216 (+8.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

Up

$134,406

Up $3,200 (+2.4%) from 2015

Expenses

Down

$61,190

Down $10,617 (-15%) from 2015

Net Income

Up

$73,216

Up $13,817 (+23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $240,036Liabilities 2012: $0Net Assets 2012: $240,0362012Assets 2014: $796,321Liabilities 2014: $0Net Assets 2014: $796,3212014Assets 2015: $855,720Liabilities 2015: $0Net Assets 2015: $855,7202015Assets 2016: $928,936Liabilities 2016: $0Net Assets 2016: $928,9362016Assets 2018: $1,147,470Liabilities 2018: $0Net Assets 2018: $1,147,4702018Assets 2019: $1,256,212Liabilities 2019: $3,850Net Assets 2019: $1,252,3622019Assets 2020: $1,647,773Liabilities 2020: $0Net Assets 2020: $1,647,7732020Assets 2021: $1,693,548Liabilities 2021: $0Net Assets 2021: $1,693,5482021Assets 2022: $1,709,325Liabilities 2022: $0Net Assets 2022: $1,709,3252022Assets 2024: $5,480,927Liabilities 2024: $0Net Assets 2024: $5,480,9272024

Highlighted filing

2016

Assets$928,936
Liabilities$0
Net Assets$928,936
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2012: $183,435Expenses 2012: $37,818Net Income 2012: $145,6172012Revenue 2014: $333,858Expenses 2014: $64,684Net Income 2014: $269,1742014Revenue 2015: $131,206Expenses 2015: $71,807Net Income 2015: $59,3992015Revenue 2016: $134,406Expenses 2016: $61,190Net Income 2016: $73,2162016Revenue 2018: $215,603Expenses 2018: $97,329Net Income 2018: $118,2742018Revenue 2019: $175,448Expenses 2019: $70,556Net Income 2019: $104,8922019Revenue 2020: $788,101Expenses 2020: $392,690Net Income 2020: $395,4112020Revenue 2021: $263,080Expenses 2021: $217,305Net Income 2021: $45,7752021Revenue 2022: $196,862Expenses 2022: $181,085Net Income 2022: $15,7772022Revenue 2024: $2,526,201Expenses 2024: $366,621Net Income 2024: $2,159,5802024

Highlighted filing

2016

Revenue$134,406
Expenses$61,190
Net Income$73,216
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$151,516
Mission and Program Overview

Mission

The foundation's primary mission is to provide funds to support educational scholarships for economically disadvantaged children in monterey county. Scholarship grants will cover tuition and fees.

Support education scholarships for economically disadvantaged children in monterey cnty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$855,720$928,936▲ $73,216
Investments in Publicly Traded Securities$813,767$844,746▲ $30,979
Cash and Non-Interest-Bearing Accounts$41,953$84,190▲ $42,237
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$855,720$928,936▲ $73,216
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$855,720$928,936▲ $73,216
Total Liabilities and Net Assets / Fund Balance$855,720$928,936▲ $73,216
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Sal GutierrezChairman of the Board/dire
Mary AndersonSecretary/director
Pat EastmanTreasurer/director
Margie WeistTrustee
Mona ZanderTrustee
Pat ForesterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$103,410
Program Service Revenue
$0
Investment Income
$30,996
Other Revenue
$0
All Other Contributions
$103,410
Change in Net Assets
$73,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,040
Other Expenses$9,150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,040--$52,040
Fees for Services Accounting-$3,945-$3,945
Conferences and Meetings-$3,766-$3,766
Fees for Services Management-$1,375-$1,375
Office Expenses-$64-$64
Total Functional Expenses$52,040$9,150$0$61,190
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarship America IncSt Peter, MN501(c)(3)ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE$52,040
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Section A, Line 2

“Sal gutierrez and mary anderson are husband and wife.”

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

“Board meeting held to discuss annual financial results and filing of form 990.”

Form 990, Part VI, Section C, Line 19

“Preserve community foundation will make its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Preserve Community Foundation
EIN
26-4732039
Phone
4159812966
Address
57 POST STREET NO 510, SAN FRANCISCO, CA 94104

Signing Officer

Name
Ken Blum
Title
Administrative Director
Phone
4159812966
Signed
2017-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ken Blum
Formed
2009
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Calegari & Morris Accountants
Address
650 CALIFORNIA STREET 3RD FL, SAN FRANCISCO, CA 94108
Preparer
Kathleen Burry
Phone
4159818766
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 8

“The preserve community foundation did not provide any goods or services in exchange for or in consideration of any contributions it received.”

Raw XML Appendix346 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.

Path#Value
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KRAMER BLUM & ASSOCKEN BLUM
IRS990/BooksInCareOfDetail/PhoneNum04159812699
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt057 POST STREET SUITE 510
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/MissionDesc0THE FOUNDATION'S PRIMARY MISSION IS TO PROVIDE FUNDS TO SUPPORT EDUCATIONAL SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED CHILDREN IN MONTEREY COUNTY. SCHOLARSHIP GRANTS WILL COVER TUITION AND FEES.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCHOLARSHIP AMERICA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0042296967
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE SCHOLARSHIP WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST PETER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESERVE COMMUNITY FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN EXCHANGE FOR OR IN CONSIDERATION OF ANY CONTRIBUTIONS IT RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SAL GUTIERREZ AND MARY ANDERSON ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEETING HELD TO DISCUSS ANNUAL FINANCIAL RESULTS AND FILING OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESERVE COMMUNITY FOUNDATION WILL MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0855720
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0928936
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt052040
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030996
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0134406
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0855720
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0928936
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03000 SAND HILL RD 2-150
IRS990/USAddress/CityNm0MENLO PARK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0940257113
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEN BLUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04159812966
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRESERVE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0264732039
ReturnHeader/Filer/PhoneNum04159812966
ReturnHeader/Filer/USAddress/AddressLine1Txt057 POST STREET NO 510
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B919B70B31CD4471A09F60E244F17A73DB1D4D6A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B919B70B31CD4471A09F60E244F17A73DB1D4D6A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.2.150.130
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:59:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942186350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALEGARI & MORRIS ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 CALIFORNIA STREET 3RD FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BURRY
ReturnHeader/ReturnTs02017-11-14T13:11:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$928,936
Liabilities
$0
Net assets
$928,936
Revenue
$134,406
Expenses
$61,190
Net income
$73,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.00$5.48$2.53$0.37$2.16
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.71$0.00$1.71$0.20$0.18$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.26$0.22$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.00$1.65$0.79$0.39$0.40
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.25$0.18$0.07$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.22$0.10$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.13$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.13$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.33$0.06$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.18$0.04$0.15