Civic Intelligence

Traditional Medicinals Foundation

990 • Fiscal year 2015 • EIN 27-4373346

Oct 01, 2014 to Sep 30, 2015 • Filed on Aug 29, 2016

4515 Ross RoadSebastopol, CA 95472

(415) 421-7555

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Assets

$958,211

No earlier filing loaded for comparison.

Net Assets

$958,211

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$393,367

No earlier filing loaded for comparison.

Expenses

$226,410

No earlier filing loaded for comparison.

Net Income

$166,957

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $958,211Liabilities 2015: $0Net Assets 2015: $958,2112015Assets 2016: $1,471,449Liabilities 2016: $189,700Net Assets 2016: $1,281,7492016Assets 2017: $802,747Liabilities 2017: $46,000Net Assets 2017: $756,7472017Assets 2018: $674,153Liabilities 2018: $48,120Net Assets 2018: $626,0332018Assets 2019: $916,770Liabilities 2019: $316Net Assets 2019: $916,4542019Assets 2020: $1,190,079Liabilities 2020: $951Net Assets 2020: $1,189,1282020Assets 2021: $1,289,527Liabilities 2021: $0Net Assets 2021: $1,289,5272021Assets 2022: $2,133,168Liabilities 2022: $0Net Assets 2022: $2,133,1682022Assets 2023: $2,028,704Liabilities 2023: $1Net Assets 2023: $2,028,7032023Assets 2024: $2,285,232Liabilities 2024: $0Net Assets 2024: $2,285,2322024

Highlighted filing

2015

Assets$958,211
Liabilities$0
Net Assets$958,211

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $393,367Expenses 2015: $226,410Net Income 2015: $166,9572015Revenue 2016: $50,051Expenses 2016: $218,637Net Income 2016: -$168,5862016Revenue 2017: $379,749Expenses 2017: $409,927Net Income 2017: -$30,1782017Revenue 2018: $380,790Expenses 2018: $525,504Net Income 2018: -$144,7142018Revenue 2019: $944,783Expenses 2019: $654,362Net Income 2019: $290,4212019Revenue 2020: $580,038Expenses 2020: $307,364Net Income 2020: $272,6742020Revenue 2021: $74,530Expenses 2021: $98,249Net Income 2021: -$23,7192021Revenue 2022: $1,181,869Expenses 2022: $209,764Net Income 2022: $972,1052022Revenue 2023: $130,421Expenses 2023: $234,886Net Income 2023: -$104,4652023Revenue 2024: $426,884Expenses 2024: $172,287Net Income 2024: $254,5972024

Highlighted filing

2015

Revenue$393,367
Expenses$226,410
Net Income$166,957
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Aug 29, 2016
Return Version
2014v6.0
Gross Receipts
$553,399
Mission and Program Overview

Mission

SEE ATTACHMENT

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$823,274$913,226▲ $89,952
Cash and Non-Interest-Bearing Accounts$15,295$39,249▲ $23,954
Land, Buildings, and Equipment, Net-$5,644-
Accounts Receivable-$92-
Savings and Temporary Cash Investments-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$838,569$958,211▲ $119,642
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$12,603--
Total Liabilities$12,603$0▼ $12,603
Net Assets / Fund Balance
Unrestricted Net Assets$825,966$958,211▲ $132,245
Total Net Assets Fund Balance$825,966$958,211▲ $132,245
Total Liabilities and Net Assets / Fund Balance$838,569$958,211▲ $119,642

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,644$493$6,137
Compensation and Service Providers

Board Members and Trustees

NameTitle
Drake SadlerPresident/Direc
Jim SheltonDirector
Mark BlumenthalDirector
Prakash TyagiDirector
John ElstrottSec/Treas/Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$343,367
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$50,000
All Other Contributions
$343,367
Change in Net Assets
$166,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,628
Grants and Similar Amounts Paid$60,782
Salaries, Compensation, and Employee Benefits$20,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,782--$60,782
Fees for Services Accounting-$48,785-$48,785
Travel$25,418--$25,418
Current Officers, Directors, Trustees, and Key Employees-$20,000-$20,000
Office Expenses$736$737-$1,473
Fees for Services Legal-$715-$715
All Other Expenses$28$474-$502
Depreciation Depletion$493--$493
Other Expenses$4,509$373-$373
Conferences and Meetings$230--$230
Total Functional Expenses$154,476$71,934$0$226,410
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gravis-GRAMIN VIKAS VIGYAN SA---$37,397
Community Action Ptnsp SocoSanta Rosa, CA, In--$10,000

International Summary

Employees
1
Spending
$60,780

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AsiaProgram ServicesCommunity Engagement & Invmnt01$60,780
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
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

No review was or will be conducted.

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

No documents available to the public.

Form 990, Part VI, Line 11B

Traditional foundation provides the necessary information to the tax preparer to complete the tax return. A draft is submitted to the board for review. After management reviews with the board of directors the forms are signed by an officer and submitted for filing with the irs.

Form 990, Part VI, Line 12E

Conflict of interest policy monitoring & enforcement covered individuals are required to complete an annual statement disclosing any conflicts of interest and have a duty to update the disclosure for any potential conflicts of interest that arise during the year. All such statements by directors and officesrs are filed with the minutes of the meetings of the board or committee. Statements by otheres are retained in their personnel files.

Form 990, Part VI, Line 15A

The board of directors reviews compensation packages fo the president and treasurer, and approves compensation after determining that the compensation is just and reasonable. This review and approval occurs when such officer is hired, when the term of employment is renewed or extended and when the compensation of such officer is modified the board of directors may authorize the payment to a director of reasonable compensation for services as a director.

Form 990, Part VI, Line 19

Traditional foundation makes its form 990 available upon request

Filing and Contact Details

Filer

Filer Name
Traditional Foundation
EIN
27-4373346
Phone
4154217555
Address
4515 Ross Road, Sebastopol, CA 95472

Signing Officer

Name
Drake Sadler
Title
President/Direc
Signed
2016-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drake Sadler
Formed
2010
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Ann Marie Carinalli CPAINC
Address
1171 Gravenstein Hwy South, Sebastopol, CA 95472
Preparer
Ann Marie Carinalli
Phone
7078244444
Supplemental Narrative

Additional Explanations

Form 990, Part III. Line 1-organization Mission

Guided by a deep respect for the healing power of plants, the foundation promotes environmental conservation, the empowerment and preservation of the indigenous people that cultivate and collect medicinal herbs, and community development and empowerment in the communities in which medicinal herbs are collected as well as the community in which the foundation is located. The foundation will work towards its goals both locally in sonoma county, california and internationally.

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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941648949
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1204401473
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2680365296
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt25000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY ACTION PRTSH OF SOCO
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE WARNECKE INSTITUTE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2BROOKWOOD CLINIC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt020000
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
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05644
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0493
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06137
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05644
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt01
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt060780
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0COMMUNITY ENGAGEMENT & INVMNT
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
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IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalEmployeesCnt01
IRS990ScheduleF/SubtotalSpentAmt060780
IRS990ScheduleF/TotalEmployeeCnt01
IRS990ScheduleF/TotalSpentAmt060780
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt137397
IRS990ScheduleI/RecipientTable/ForeignAddress/AddressLine1Txt0Milkman Colony Jodhpur
IRS990ScheduleI/RecipientTable/ForeignAddress/CountryCd0IN
IRS990ScheduleI/RecipientTable/ForeignAddress/ProvinceOrStateNm0Rajashtan
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Community Action Ptnsp Soco
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Gravis-GRAMIN VIKAS VIGYAN SA
IRS990ScheduleI/RecipientTable/RecipientEIN0941648949
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01300 North Dutton Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Santa Rosa
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095403
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS APPROVES A PROCESS FOR REVIEWING AND APPROVING OR DECLINING ALL REQUESTS FOR FUNDS AND REQUIRES REQUESTS TO SPECIFY THE USE TO WHICH FUNDS WILL BE PUT. THERE IS REGULAR BOARD REVIEW OF ALL GRANTS MADE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GUIDED BY A DEEP RESPECT FOR THE HEALING POWER OF PLANTS, THE FOUNDATION PROMOTES ENVIRONMENTAL CONSERVATION, THE EMPOWERMENT AND PRESERVATION OF THE INDIGENOUS PEOPLE THAT CULTIVATE AND COLLECT MEDICINAL HERBS, AND COMMUNITY DEVELOPMENT AND EMPOWERMENT IN THE COMMUNITIES IN WHICH MEDICINAL HERBS ARE COLLECTED AS WELL AS THE COMMUNITY IN WHICH THE FOUNDATION IS LOCATED. THE FOUNDATION WILL WORK TOWARDS ITS GOALS BOTH LOCALLY IN SONOMA COUNTY, CALIFORNIA AND INTERNATIONALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRADITIONAL FOUNDATION PROVIDES THE NECESSARY INFORMATION TO THE TAX PREPARER TO COMPLETE THE TAX RETURN. A DRAFT IS SUBMITTED TO THE BOARD FOR REVIEW. AFTER MANAGEMENT REVIEWS WITH THE BOARD OF DIRECTORS THE FORMS ARE SIGNED BY AN OFFICER AND SUBMITTED FOR FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE AN ANNUAL STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST AND HAVE A DUTY TO UPDATE THE DISCLOSURE FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE DURING THE YEAR. ALL SUCH STATEMENTS BY DIRECTORS AND OFFICESRS ARE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OR COMMITTEE. STATEMENTS BY OTHERES ARE RETAINED IN THEIR PERSONNEL FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS REVIEWS COMPENSATION PACKAGES FO THE PRESIDENT AND TREASURER, AND APPROVES COMPENSATION AFTER DETERMINING THAT THE COMPENSATION IS JUST AND REASONABLE. THIS REVIEW AND APPROVAL OCCURS WHEN SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT IS RENEWED OR EXTENDED AND WHEN THE COMPENSATION OF SUCH OFFICER IS MODIFIED THE BOARD OF DIRECTORS MAY AUTHORIZE THE PAYMENT TO A DIRECTOR OF REASONABLE COMPENSATION FOR SERVICES AS A DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRADITIONAL FOUNDATION MAKES ITS FORM 990 AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART III. LINE 1-ORGANIZATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 12E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, LINE 19
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0838569
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0343367
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071934
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0154476
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226410
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012603
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt012603
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0825966
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0958211
IRS990/TotalProgramServiceExpensesAmt0154476

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