Civic Intelligence

Summit Bank Foundation

990 • Fiscal year 2016 • EIN 31-1648835

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
2969 BroadwayOakland, CA 94611

(510) 839-8800

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

35%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

70th percentile

8.4%

Faster asset growth than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,761,648

Up $136,769 (+8.4%) from 2015

Net Assets

Up

$1,736,648

Up $111,769 (+6.9%) from 2015

Liabilities

Up

$25,000

Up $25,000 from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin88th percentile

Revenue

Up

$320,759

Up $49,686 (+18%) from 2015

Expenses

Up

$208,990

Up $99,481 (+91%) from 2015

Net Income

Down

$111,769

Down $49,795 (-31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2016

Assets$1,761,648
Liabilities$25,000
Net Assets$1,736,648
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

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

2016

Revenue$320,759
Expenses$208,990
Net Income$111,769
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$431,500
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,624,879$1,761,648▲ $136,769
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$1,624,879$1,761,648▲ $136,769
Other Assets Total-$0-
Liabilities
Grants Payable-$25,000-
Total Liabilities$0$25,000▲ $25,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,095,188$1,328,222▲ $233,034
Unrestricted Net Assets$529,691$408,426▼ $121,265
Total Net Assets Fund Balance$1,624,879$1,736,648▲ $111,769
Total Liabilities and Net Assets / Fund Balance$1,624,879$1,761,648▲ $136,769
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Shirley NelsonChair
Joe RaineroPresident
Alfred P KnollDirector
Anne Marie TaylorDirector
David RueggDirector
James FalaschiDirector
Maria FalaschiDirector
Mary WarrenDirector
Sam WilliamsDirector
Susan CasperDirector
William WheelerDirector
Amy AlanesExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$60,213
Program Service Revenue
$0
Investment Income
$42,908
Other Revenue
$217,638
All Other Contributions
$15,213
Change in Net Assets
$111,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$193,422
Other Expenses$15,568
Total Fundraising Expense$1,063
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$175,000--$175,000
Grants to Domestic Individuals$18,422--$18,422
Fees for Services Accounting-$5,000-$5,000
Office Expenses-$1,468-$1,468
Occupancy-$343-$343
Other Expenses-$110$246$110
Total Functional Expenses$193,422$14,505$1,063$208,990
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ucsf FoundationSan Francisco, CAGovnt-$100,000
Ucsf FoundationSan Francisco, CAGovnt-$50,000
Ucsf FoundationSan Francisco, CAGovnt-$25,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$328,379
Fundraising Direct Expenses$110,741
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Red & White Ball$188,650$188,650$22,625$166,025
Golf Tournament$184,729$139,729$22,751$116,978
Total Events$373,379$328,379$110,741$217,638
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

Filer Name
Summit Bank Foundation
EIN
31-1648835
Phone
5108398800
Address
2969 BROADWAY, OAKLAND, CA 94611

Signing Officer

Name
Mani Ganesamurthy
Title
CFO
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Vavrinek Trine Day & Co LLP
Address
5000 Hopyard Road Suite 335, Pleasanton, CA 94588-3351
Preparer
Terri Montgomery
Phone
9257346600
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IRS990/OtherExpensesGrp/TotalAmt07584
IRS990/OtherExpensesGrp/TotalAmt1817
IRS990/OtherExpensesGrp/TotalAmt2246
IRS990/OtherExpensesGrp/TotalAmt3110
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/BOYAmt01095188
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01328222
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0127548
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050185
IRS990/PYInvestmentIncomeAmt043079
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt059324
IRS990/PYOtherRevenueAmt0100446
IRS990/PYRevenuesLessExpensesAmt0161564
IRS990/PYTotalExpensesAmt0109509
IRS990/PYTotalRevenueAmt0271073
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0111769
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01624879
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01761648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0110000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt073925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0340049
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt043079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt042693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022706
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0161442
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0277851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0100446
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0165851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0134483
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0149744
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0828375
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25570
IRS990ScheduleA/PublicSupportPY170Pct00.29850
IRS990ScheduleA/PublicSupportTotal170Amt0340049
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015213
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0127548
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0110000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073925
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0340049
IRS990ScheduleA/TotalSupportAmt01329866
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt045000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0110741
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06950
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06950
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RED & WHITE BALL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0188650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0184729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0373379
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0188650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0139729
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0328379
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0217638
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt045376
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt022751
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt028323
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt030092
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt058415
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt018422
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVNT
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOVNT
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOVNT
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0942829914
IRS990ScheduleI/RecipientTable/RecipientEIN1942829914
IRS990ScheduleI/RecipientTable/RecipientEIN2942829914
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0220 MONTGOMERY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1220 MONTGOMERY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2220 MONTGOMERY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,761,648
Liabilities
$25,000
Net assets
$1,736,648
Revenue
$320,759
Expenses
$208,990
Net income
$111,769
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