Civic Intelligence

Preserve Community Foundation

990 • Fiscal year 2018 • EIN 26-4732039

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileN/A
PO Box 222301Carmel, CA 93922

(415) 981-2966

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

68%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,147,470

Up $218,534 (+24%) from 2016

Net Assets

Up

$1,147,470

Up $218,534 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Up

$215,603

Up $81,197 (+60%) from 2016

Expenses

Up

$97,329

Up $36,139 (+59%) from 2016

Net Income

Up

$118,274

Up $45,058 (+62%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2018

Assets$1,147,470
Liabilities$0
Net Assets$1,147,470
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$215,603
Expenses$97,329
Net Income$118,274
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$266,241
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$1,029,196$1,147,470▲ $118,274
Investments in Publicly Traded Securities$978,799$1,133,920▲ $155,121
Cash and Non-Interest-Bearing Accounts$50,397$13,550▼ $36,847
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,029,196$1,147,470▲ $118,274
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,029,196$1,147,470▲ $118,274
Total Liabilities and Net Assets / Fund Balance$1,029,196$1,147,470▲ $118,274
Compensation and Service Providers
Top Officer Pay35th 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
$140,530
Program Service Revenue
$0
Investment Income
$75,073
Other Revenue
$0
All Other Contributions
$140,530
Change in Net Assets
$118,274
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$92,910
Other Expenses$4,419
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,910--$67,910
Grants to Domestic Individuals$25,000--$25,000
Fees for Services Accounting-$3,825-$3,825
Fees for Services Management-$594-$594
Total Functional Expenses$92,910$4,419$0$97,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarship America IncSt Peter, MN501(c)(3)ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE$67,910
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
PO BOX 222301, CARMEL, CA 93922

Signing Officer

Name
Ken Blum
Title
Administrative Director
Phone
4159812966
Signed
2019-11-11
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 Appendix349 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/PersonNm3PAT FORESTER
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IRS990/Form990PartVIISectionAGrp/PersonNm5MONA ZANDER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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IRS990/GrantsToOrganizationsInd01
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IRS990/MinutesOfCommitteesInd01
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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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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/TotalFunctionalExpensesGrp/ProgramServicesAmt092910
IRS990/TotalFunctionalExpensesGrp/TotalAmt097329
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01029196
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01147470
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt075073
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215603
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01147470
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PhoneNum04159812966
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRESERVE COMMUNITY FOUNDATION
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ReturnHeader/Filer/PhoneNum04159812966
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
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ReturnHeader/FilingSecurityInformation/IPTm012:46:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942186350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALEGARI & MORRIS ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 CALIFORNIA STREET 3RD FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
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ReturnHeader/PreparerPersonGrp/PhoneNum04159818766
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BURRY
ReturnHeader/ReturnTs02019-11-12T15:48:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,147,470
Liabilities
$0
Net assets
$1,147,470
Revenue
$215,603
Expenses
$97,329
Net income
$118,274
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
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.22$0.10$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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