Civic Intelligence

Preserve Community Foundation

990 • Fiscal year 2020 • EIN 26-4732039

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

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

Asset Growth

79th percentile

31%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

98th percentile

349%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,647,773

Up $391,561 (+31%) from 2019

Net Assets

Up

$1,647,773

Up $395,411 (+32%) from 2019

Liabilities

Down

$0

Down $3,850 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Up

$788,101

Up $612,653 (+349%) from 2019

Expenses

Up

$392,690

Up $322,134 (+457%) from 2019

Net Income

Up

$395,411

Up $290,519 (+277%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2020

Assets$1,647,773
Liabilities$0
Net Assets$1,647,773
Open 2020 Filing

Operations Trend

Revenue Growth98th 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

2020

Revenue$788,101
Expenses$392,690
Net Income$395,411
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$1,345,036
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$1,252,362$1,647,773▲ $395,411
Investments in Publicly Traded Securities$1,209,130$1,328,463▲ $119,333
Cash and Non-Interest-Bearing Accounts$47,082$319,310▲ $272,228
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,256,212$1,647,773▲ $391,561
Liabilities
Accounts Payable and Accrued Expenses$3,850--
Total Liabilities$3,850$0▼ $3,850
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,252,362$1,647,773▲ $395,411
Total Liabilities and Net Assets / Fund Balance$1,256,212$1,647,773▲ $391,561
Compensation and Service Providers
Top Officer Pay37th 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
$676,805
Program Service Revenue
$0
Investment Income
$110,527
Other Revenue
$769
All Other Contributions
$676,805
Change in Net Assets
$395,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$388,490
Other Expenses$4,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$332,750--$332,750
Grants to Domestic Orgs$55,740--$55,740
Fees for Services Accounting-$4,200-$4,200
Total Functional Expenses$388,490$4,200$0$392,690
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarship America IncSt Peter, MN501(c)(3)ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE$55,740
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 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, 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
Sal Gutierrez
Title
Chairman of the Board
Phone
4159812966
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sal Gutierrez
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 Appendix358 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03850
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT EDUCATION SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED CHILDREN IN MONTEREY CNTY.
IRS990/AllOtherContributionsAmt0676805
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KRAMER BLUM & ASSOCKEN BLUM
IRS990/BooksInCareOfDetail/PhoneNum04159812966
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6106
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN RAFAEL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094903
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt047082
IRS990/CashNonInterestBearingGrp/EOYAmt0319310
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0676805
IRS990/CYGrantsAndSimilarPaidAmt0388490
IRS990/CYInvestmentIncomeAmt0110527
IRS990/CYOtherExpensesAmt04200
IRS990/CYOtherRevenueAmt0769
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0395411
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0392690
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0788101
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED SCHOLARSHIPS (BASED ON FINANCIAL NEED) TO HELP FAMILIES EDUCATE THEIR CHILDREN AT EDUCATIONAL INSTITUTIONS - $55,740EMERGENCY RELIEF FUND:EMERGENCY FINANCIAL AWARDS ARE GRANTED TO EMPLOYEES, THEIR SPOUSES AND THEIR CHILDREN IN CASES OF SERIOUS AND EXTRAORDINARY CIRCUMSTANCES SUCH AS MEDICAL EMERGENCIES, NATURAL DISASTERS OR OTHER UNFORSEEN LIFE-CHANGING EVENTS. THE FOUNDATION WILL NOT FUND CREDIT CARD EXPENSES, UTILITY BILLS AND MINOR CAR/HOUSE REPAIRS, ABSENT EXCEPTIONAL CIRCUMSTANCES SUCH AS DISASTER RELIEF OR OTHER CATASTROPHIC EVENTS - $332,750
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0388490
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04200
IRS990/FeesForServicesAccountingGrp/TotalAmt04200
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0SAL GUTIERREZ
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm2PAT EASTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3PAT FORESTER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARGIE WEIST
IRS990/Form990PartVIISectionAGrp/PersonNm5MONA ZANDER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN OF THE BOARD/DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt045676
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0388490
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0332750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0332750
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt055740
IRS990/GrantsToDomesticOrgsGrp/TotalAmt055740
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0602611
IRS990/GrossReceiptsAmt01345036
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt064851
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064851
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01209130
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01328463
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0556935
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01252362
IRS990/NetAssetsOrFundBalancesEOYAmt01647773
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt045676
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt045676
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt06455
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0769
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0769
IRS990/OtherRevenueTotalAmt0769
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SAL GUTIERREZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt099537
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt066180
IRS990/PYInvestmentIncomeAmt075791
IRS990/PYOtherExpensesAmt04376
IRS990/PYOtherRevenueAmt0120
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0104892
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt070556
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0175448
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0395411
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01252362
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01647773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0676805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt099537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0140530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089112
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0103410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01109394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt035907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034330
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024329
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0153734
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt036014
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt040004
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt045135
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt020915
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06896
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0148964
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61780
IRS990ScheduleA/PublicSupportPY170Pct00.51230
IRS990ScheduleA/PublicSupportTotal170Amt0872362
IRS990ScheduleA/SubstantialContributorsTotAmt0237032
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0676805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt099537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0140530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089112
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0103410
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01109394
IRS990ScheduleA/TotalSupportAmt01412092
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0332750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH AWARDS FOR WORKERS DIRECTLY IMPACTED BY COVID-19
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt055740
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd056082
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01256212
IRS990/TotalAssetsEOYAmt01647773
IRS990/TotalAssetsGrp/BOYAmt01256212
IRS990/TotalAssetsGrp/EOYAmt01647773
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0676805
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04200
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0388490
IRS990/TotalFunctionalExpensesGrp/TotalAmt0392690
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03850
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03850
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01252362
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01647773
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0388490
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0111296
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0788101
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01256212
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01647773
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 222301
IRS990/USAddress/CityNm0CARMEL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093922
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAL GUTIERREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN OF THE BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum04159812966
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRESERVE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PRES
ReturnHeader/Filer/EIN0264732039
ReturnHeader/Filer/PhoneNum04159812966
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 222301
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093922
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/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BURRY
ReturnHeader/ReturnTs02021-11-12T14:10:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GUTIERREZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,647,773
Liabilities
$0
Net assets
$1,647,773
Revenue
$788,101
Expenses
$392,690
Net income
$395,411
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
2020Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits