Civic Intelligence

Summit Bank Foundation

990 • Fiscal year 2017 • EIN 31-1648835

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

60th percentile

6.6%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-24%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,878,168

Up $116,520 (+6.6%) from 2016

Net Assets

Up

$1,878,168

Up $141,520 (+8.1%) from 2016

Liabilities

Down

$0

Down $25,000 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Down

$243,517

Down $77,242 (-24%) from 2016

Expenses

Down

$101,997

Down $106,993 (-51%) from 2016

Net Income

Up

$141,520

Up $29,751 (+27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2017

Assets$1,878,168
Liabilities$0
Net Assets$1,878,168
Open 2017 Filing

Operations Trend

Revenue Growth11th 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

2017

Revenue$243,517
Expenses$101,997
Net Income$141,520
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$376,612
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$1,761,648$1,878,168▲ $116,520
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$1,761,648$1,878,168▲ $116,520
Other Assets Total-$0-
Liabilities
Grants Payable$25,000--
Total Liabilities$25,000$0▼ $25,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,328,222$1,003,500▼ $324,722
Unrestricted Net Assets$408,426$874,668▲ $466,242
Total Net Assets Fund Balance$1,736,648$1,878,168▲ $141,520
Total Liabilities and Net Assets / Fund Balance$1,761,648$1,878,168▲ $116,520
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Shirley NelsonChair
Joe RaineroPresident
Alfred P KnollDirector
David RueggDirector
Derreck JohnsonDirector
James FalaschiDirector
Ken CoitDirector
NANCY O'MALLEYDirector
Susan CasperDirector
William WheelerDirector
Amy AlanesExecutive Director
Anne Marie TaylorSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$40,000
Program Service Revenue
$0
Investment Income
$29,428
Other Revenue
$174,089
Change in Net Assets
$141,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$94,332
Other Expenses$7,665
Total Fundraising Expense$563
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,306--$70,306
Grants to Domestic Individuals$24,026--$24,026
Information Technology-$1,500-$1,500
Fees for Services Legal-$1,405-$1,405
Office Expenses-$540-$540
Other Expenses-$89$563$89
Total Functional Expenses$94,332$7,102$563$101,997
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ucsf FoundationSan Francisco, CAGovnt-$60,306
Ucsf FoundationSan Francisco, CAGovnt-$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$307,184
Fundraising Direct Expenses$133,095
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$212,915$202,915$8,318$194,597
Red & White Ball$134,269$104,269$9,744$94,525
Total Events$347,184$307,184$133,095$174,089
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
2018-11-14
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/TotalAmt389
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/BOYAmt01328222
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01003500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt060213
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0193422
IRS990/PYInvestmentIncomeAmt042908
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt015568
IRS990/PYOtherRevenueAmt0217638
IRS990/PYRevenuesLessExpensesAmt0111769
IRS990/PYTotalExpensesAmt0208990
IRS990/PYTotalRevenueAmt0320759
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0141520
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01761648
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01878168
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0127548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0110000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0306124
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt043079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010056
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0168164
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0174089
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0277851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0100446
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0165851
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0134483
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0852720
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23070
IRS990ScheduleA/PublicSupportPY170Pct00.25570
IRS990ScheduleA/PublicSupportTotal170Amt0306124
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015213
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0127548
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0110000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013363
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0306124
IRS990ScheduleA/TotalSupportAmt01327008
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt029324
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt029324
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt040000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt030000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0133095
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt03810
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03810
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RED & WHITE BALL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0212915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0134269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0347184
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0202915
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0104269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0307184
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0174089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018062
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08318
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09744
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt051576
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt030323
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt081899
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024026
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt160306
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVNT
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOVNT
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UCSF FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0942829914
IRS990ScheduleI/RecipientTable/RecipientEIN1942829914
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0220 MONTGOMERY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1220 MONTGOMERY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094104
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194104
IRS990ScheduleI/Total501c3OrgCnt02
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

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,878,168
Liabilities
$0
Net assets
$1,878,168
Revenue
$243,517
Expenses
$101,997
Net income
$141,520
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