Civic Intelligence

Preserve Community Foundation

990 • Fiscal year 2023 • EIN 26-4732039

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

94th percentile

94%

Faster asset growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

834%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,321,347

Up $1,612,022 (+94%) from 2022

Net Assets

Up

$3,321,347

Up $1,612,022 (+94%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$1,838,953

Up $1,642,091 (+834%) from 2022

Expenses

Up

$226,931

Up $45,846 (+25%) from 2022

Net Income

Up

$1,612,022

Up $1,596,245 (+10118%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth94th 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 2023: $3,321,347Liabilities 2023: $0Net Assets 2023: $3,321,3472023Assets 2024: $5,480,927Liabilities 2024: $0Net Assets 2024: $5,480,9272024

Highlighted filing

2023

Assets$3,321,347
Liabilities$0
Net Assets$3,321,347
Open 2023 Filing

Operations Trend

Revenue Growth99th 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 2023: $1,838,953Expenses 2023: $226,931Net Income 2023: $1,612,0222023Revenue 2024: $2,526,201Expenses 2024: $366,621Net Income 2024: $2,159,5802024

Highlighted filing

2023

Revenue$1,838,953
Expenses$226,931
Net Income$1,612,022
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$2,295,122
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$1,709,325$3,321,347▲ $1,612,022
Investments in Publicly Traded Securities$1,517,647$2,538,336▲ $1,020,689
Savings and Temporary Cash Investments-$519,887-
Cash and Non-Interest-Bearing Accounts$191,678$263,124▲ $71,446
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,709,325$3,321,347▲ $1,612,022
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,709,325$3,321,347▲ $1,612,022
Total Liabilities and Net Assets / Fund Balance$1,709,325$3,321,347▲ $1,612,022
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Pat ForesterChairman/director
Carolyn BlatmanSecretary/director
Pat EastmanTreasurer/director
Barbara ThrasherTrustee
Jeff ChambersTrustee
Linnea GerberTrustee
Zan PeatTrustee
Sal GutierrezEmeritus
Revenue and Support

Revenue Composition

Contributions and Grants
$1,716,163
Program Service Revenue
$0
Investment Income
$122,579
Other Revenue
$211
All Other Contributions
$1,716,163
Change in Net Assets
$1,612,022

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$26,873Nyse
Total Noncash Contributions4$26,873-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$198,588
Other Expenses$28,343
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$172,532--$172,532
Grants to Domestic Individuals$26,056--$26,056
Fees for Services Accounting-$15,175-$15,175
Conferences and Meetings-$10,222-$10,222
Fees for Services Management-$1,706-$1,706
Office Expenses-$1,240-$1,240
Total Functional Expenses$198,588$28,343$0$226,931
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scholarship America IncSt Peter, MN501(c)(3)ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE$150,417
EdaidNewark, NJ501(c)(3)General Support$10,684
University of California IrvineIrvine, CA501(c)(3)General Support$10,000
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 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
Patricia K Eastman
Title
Treasurer
Phone
4159812966
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia K Eastman
Formed
2009
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
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 AppendixShowing 400 of 401 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.

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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/CashGrantAmt026056
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CASH AWARDS FOR WORKERS DIRECTLY IMPACTED BY COVID-19 AND OTHER EMERGENCIES.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt0150417
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210684
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCHOLARSHIP AMERICA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF CALIFORNIA IRVINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2EDAID
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IRS990ScheduleI/RecipientTable/RecipientEIN1952226406
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1160 ALDRICH HALL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt223 COLGATE DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST PETER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1IRVINE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEWARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1CASH
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0NYSE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt026873
IRS990ScheduleM/ThirdPartiesUsedInd00
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/ExplanationTxt1BOARD MEETING HELD TO DISCUSS ANNUAL FINANCIAL RESULTS AND FILING OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRESERVE 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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt03321347
IRS990/TotalAssetsGrp/BOYAmt01709325
IRS990/TotalAssetsGrp/EOYAmt03321347
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01716163
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028343
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0198588
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226931
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03321347
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0198588
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093922
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA K EASTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04159812966
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN BURRY
ReturnHeader/ReturnTs02024-11-11T16:10:04-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,321,347
Liabilities
$0
Net assets
$3,321,347
Revenue
$1,838,953
Expenses
$226,931
Net income
$1,612,022
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
2023Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$1.84$0.23$1.61
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
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