Civic Intelligence

Summit Bank Foundation

990 • Fiscal year 2013 • EIN 31-1648835

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization ProfileN/A
2969 Broadway94611

(510) 839-8800

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,226,202

Up $125,734 (+11%) from 2012

Net Assets

Up

$1,226,202

Up $125,734 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

$157,902

No earlier filing loaded for comparison.

Expenses

Up

$32,168

Up $5,122 (+19%) from 2012

Net Income

$125,734

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $955,064Liabilities 2011: $0Net Assets 2011: $955,0642011Assets 2012: $1,100,468Liabilities 2012: $0Net Assets 2012: $1,100,4682012Assets 2013: $1,226,202Liabilities 2013: $0Net Assets 2013: $1,226,2022013Assets 2014: $1,463,315Liabilities 2014: $0Net Assets 2014: $1,463,3152014Assets 2015: $1,624,879Liabilities 2015: $0Net Assets 2015: $1,624,8792015Assets 2016: $1,761,648Liabilities 2016: $25,000Net Assets 2016: $1,736,6482016Assets 2017: $1,878,168Liabilities 2017: $0Net Assets 2017: $1,878,1682017Assets 2018: $1,970,038Liabilities 2018: $0Net Assets 2018: $1,970,0382018Assets 2019: $2,011,827Liabilities 2019: $0Net Assets 2019: $2,011,8272019Assets 2020: $1,857,303Liabilities 2020: $0Net Assets 2020: $1,857,3032020Assets 2021: $1,815,741Liabilities 2021: $0Net Assets 2021: $1,815,7412021Assets 2022: $2,068,223Liabilities 2022: $0Net Assets 2022: $2,068,2232022Assets 2023: $2,000,884Liabilities 2023: $0Net Assets 2023: $2,000,8842023Assets 2024: $2,185,637Liabilities 2024: $0Net Assets 2024: $2,185,6372024

Highlighted filing

2013

Assets$1,226,202
Liabilities$0
Net Assets$1,226,202
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $28,6772011Expenses 2012: $27,0462012Revenue 2013: $157,902Expenses 2013: $32,168Net Income 2013: $125,7342013Revenue 2014: $318,544Expenses 2014: $81,431Net Income 2014: $237,1132014Revenue 2015: $271,073Expenses 2015: $109,509Net Income 2015: $161,5642015Revenue 2016: $320,759Expenses 2016: $208,990Net Income 2016: $111,7692016Revenue 2017: $243,517Expenses 2017: $101,997Net Income 2017: $141,5202017Revenue 2018: $247,007Expenses 2018: $155,137Net Income 2018: $91,8702018Revenue 2019: $318,258Expenses 2019: $237,277Net Income 2019: $80,9812019Revenue 2020: $96,845Expenses 2020: $251,369Net Income 2020: -$154,5242020Revenue 2021: $67,741Expenses 2021: $109,303Net Income 2021: -$41,5622021Revenue 2022: $326,449Expenses 2022: $73,967Net Income 2022: $252,4822022Revenue 2023: $209,014Expenses 2023: $276,353Net Income 2023: -$67,3392023Revenue 2024: $241,377Expenses 2024: $56,624Net Income 2024: $184,7532024

Highlighted filing

2013

Revenue$157,902
Expenses$32,168
Net Income$125,734
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.1
Gross Receipts
$238,722
Mission and Program Overview

Mission

To provide for scholarships to underprivileged oakland students and to support cancer and other research at ucsf.

To provide for scholarships to underprivileged oakland students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,100,468$1,226,202▲ $125,734
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,100,468$1,226,202▲ $125,734
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$954,153$1,095,188▲ $141,035
Unrestricted Net Assets$146,315$131,014▼ $15,301
Total Net Assets Fund Balance$1,100,468$1,226,202▲ $125,734
Total Liabilities and Net Assets / Fund Balance$1,100,468$1,226,202▲ $125,734
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Shirley NelsonChair
Joe RaineroPresident
Alfred P KnollDirector
Anne Marie TaylorDirector
Clem DanielsDirector
David RueggDirector
Diana MeckfesselDirector
James FalaschiDirector
Keith R ThomasDirector
Mary WarrenDirector
Odette PollarDirector
Penelope FinneDirector
Sam WilliamsDirector
Susan CasperDirector
Susie JueDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$77,052
Program Service Revenue
$0
Investment Income
$10,056
Other Revenue
$70,794
All Other Contributions
$13,363
Change in Net Assets
$125,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,925
Other Expenses$2,243
Total Fundraising Expense$137
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$29,925--$29,925
Fees for Services Legal-$125-$125
Other Expenses-$63$66$63
Total Functional Expenses$29,925$2,106$137$32,168
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$151,614
Fundraising Direct Expenses$80,820
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$116,004$116,004$7,246$108,758
Event 2$99,299$35,610$7,269$28,341
Total Events$215,303$151,614$80,820$70,794
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
Yes
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

“Draft copy of tax returns provided to board member prior to filing.”

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

“Tax returns avaialble for review upon request.”

Filing and Contact Details

Filer

EIN
31-1648835
Phone
5108398800

Signing Officer

Name
Cornelius Ziemann
Title
CFO
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
15
Independent Board Members
12
Employees
0

Preparer

Preparer
Terri Montgomery
Phone
9257346600
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3FILING FEES
IRS990/OtherExpensesGrp/FundraisingAmt071
IRS990/OtherExpensesGrp/FundraisingAmt166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01918
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt163
IRS990/OtherExpensesGrp/TotalAmt01918
IRS990/OtherExpensesGrp/TotalAmt171
IRS990/OtherExpensesGrp/TotalAmt266
IRS990/OtherExpensesGrp/TotalAmt363
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0954153
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01095188
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt073925
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt018375
IRS990/PYInvestmentIncomeAmt022706
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt08671
IRS990/PYOtherRevenueAmt075819
IRS990/PYRevenuesLessExpensesAmt0145404
IRS990/PYTotalExpensesAmt027046
IRS990/PYTotalRevenueAmt0172450
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0125734
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01100468
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01226202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt073925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0235655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0424025
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt023929
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021262
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt099067
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0134483
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0149744
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt070235
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016223
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt043224
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0413909
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45250
IRS990ScheduleA/PublicSupportPY170Pct00.61860
IRS990ScheduleA/PublicSupportTotal170Amt0424025
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0235655
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0424025
IRS990ScheduleA/TotalSupportAmt0937001
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt063689
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt063689
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt080820
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03600
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0116004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt099299
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0215303
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0116004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt035610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0151614
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0RED & WHITE BALL
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt070794
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt021700
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt021700
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014515
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07246
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07269
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015166
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt025839
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt041005
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt029925
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT COPY OF TAX RETURNS PROVIDED TO BOARD MEMBER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS AVAIALBLE FOR REVIEW 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,226,202
Liabilities
$0
Net assets
$1,226,202
Revenue
$157,902
Expenses
$32,168
Net income
$125,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.24$0.06$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.21$0.28$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.33$0.07$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.07$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10$0.25$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.32$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.25$0.16$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.24$0.10$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.03$1.74$0.32$0.21$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.27$0.11$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.32$0.08$0.24
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.16$0.03$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.03