Civic Intelligence

Costa Mesa Community Foundation

990 • Fiscal year 2019 • EIN 31-1663803

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 17, 2020

Organization ProfileCOSTAMESAFOUNDATION.ORG
PO Box 10268Costa Mesa, CA 92627

(714) 754-4950

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

85%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

96th percentile

195%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$411,605

Up $293,987 (+250%) from 2016

Net Assets

Up

$409,730

Up $292,112 (+248%) from 2016

Liabilities

$1,875

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin93rd percentile

Revenue

Up

$264,645

Up $205,825 (+350%) from 2016

Expenses

Up

$109,302

Up $73,858 (+208%) from 2016

Net Income

Up

$155,343

Up $131,967 (+565%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$600K$400K$200K$0Assets 2014: $78,228Net Assets 2014: $78,2282014Assets 2015: $94,242Net Assets 2015: $94,2422015Assets 2016: $117,618Net Assets 2016: $117,6182016Assets 2019: $411,605Liabilities 2019: $1,875Net Assets 2019: $409,7302019

Highlighted filing

2019

Assets$411,605
Liabilities$1,875
Net Assets$409,730
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0Revenue 2014: $27,174Expenses 2014: $20,857Net Income 2014: $6,3172014Revenue 2015: $35,994Expenses 2015: $19,980Net Income 2015: $16,0142015Revenue 2016: $58,820Expenses 2016: $35,444Net Income 2016: $23,3762016Revenue 2019: $264,645Expenses 2019: $109,302Net Income 2019: $155,3432019

Highlighted filing

2019

Revenue$264,645
Expenses$109,302
Net Income$155,343
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 17, 2020
Return Version
2018v3.2
Gross Receipts
$302,075
Mission and Program Overview

Mission

See the attached explanation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$245,502$411,466▲ $165,964
Prepaid Expenses and Deferred Charges$8,544--
Total Assets$254,587$411,605▲ $157,018
Other Assets Total$541$139▼ $402
Liabilities
Accounts Payable and Accrued Expenses$200$1,875▲ $1,675
Total Liabilities$200$1,875▲ $1,675
Net Assets / Fund Balance
Unrestricted Net Assets$254,387$409,730▲ $155,343
Total Net Assets Fund Balance$254,387$409,730▲ $155,343
Total Liabilities and Net Assets / Fund Balance$254,587$411,605▲ $157,018
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Lisa SchultzPresident
Ali HayesBoard of Director
Andrew NielsonBoard of Director
Celia RiosBoard of Director
Dean AbernathyBoard of Director
Gerard LadalardoBoard of Director
Jesus PerezBoard of Director
Linda TennoBoard of Director
Mike CareyBoard of Director
Rosario ReyesBoard of Director
Karen UrsiniAssociate
Lea LoweAssociate
Matt VoronaAssociate
Ashley ThomasCity Liaison
Jennifer ChristCity Liaison
Jojo CrowleySecretary
Mary FewelTreasury
Nichole ScottVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$250,998
Program Service Revenue
$0
Investment Income
$5,404
Other Revenue
$8,243
All Other Contributions
$250,998
Change in Net Assets
$155,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$93,777
Grants and Similar Amounts Paid$15,525
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$83,979$9,798-$93,777
Grants to Domestic Orgs$15,525--$15,525
Total Functional Expenses$99,504$9,798$0$109,302
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,673
Fundraising Direct Expenses$37,430
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concerts in the$45,673$45,673$37,430$8,243
Total Events$45,673$45,673$37,430$8,243
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
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE BY REQUEST”

Filing and Contact Details

Filer

Filer Name
Costa Mesa Community Foundation
EIN
31-1663803
Phone
7147544950
Address
PO BOX 10268, COSTA MESA, CA 92627

Signing Officer

Name
Lisa Schultz
Title
President
Phone
7147545219
Signed
2020-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Schultz
Formed
1998
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Dbbmckennon
Address
20321 SW BIRCH ST STE 200, NEWPORT BEACH, CA 92660-1756
Preparer
Gary Craig
Phone
9492003295
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Part 1, line 10:(grants and similar amounts paid) the community foundation contributed to the following nonprofit organizations/programs: fire department donations 2,780.22, costa mesa citizen's core coalitio 119.98, lions park project donations 270.57, homeless shelter 78071.06, general donations 2,737.66, in total, the community foundation contributed 83,979 during the fiscal year ending 6/30/19.part iii (what is the organization's primary exempt purpose?)the costa mesa community foundation provides opportunities to solicit, receive, and distribute funds for projects/programs benefiting the community of the city of costa mesa. Part iii, line 31:(other program services)”

Form 990, Page 2, Part III, Line 4D

“Various community based service activities”

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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045673
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045673
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt08243
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART 1, LINE 10:(GRANTS AND SIMILAR AMOUNTS PAID) THE COMMUNITY FOUNDATION CONTRIBUTED TO THE FOLLOWING NONPROFIT ORGANIZATIONS/PROGRAMS: FIRE DEPARTMENT DONATIONS 2,780.22, COSTA MESA CITIZEN'S CORE COALITIO 119.98, LIONS PARK PROJECT DONATIONS 270.57, HOMELESS SHELTER 78071.06, GENERAL DONATIONS 2,737.66, IN TOTAL, THE COMMUNITY FOUNDATION CONTRIBUTED 83,979 DURING THE FISCAL YEAR ENDING 6/30/19.PART III (WHAT IS THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE?)THE COSTA MESA COMMUNITY FOUNDATION PROVIDES OPPORTUNITIES TO SOLICIT, RECEIVE, AND DISTRIBUTE FUNDS FOR PROJECTS/PROGRAMS BENEFITING THE COMMUNITY OF THE CITY OF COSTA MESA. PART III, LINE 31:(OTHER PROGRAM SERVICES)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VARIOUS COMMUNITY BASED SERVICE ACTIVITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE BY REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt099504
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109302
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0264645
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IRS990/USAddress/CityNm0COSTA MESA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092626
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0COSTAMESAFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA SCHULTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07147545219
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COSTA MESA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COST
ReturnHeader/Filer/EIN0311663803
ReturnHeader/Filer/PhoneNum07147544950
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10268
ReturnHeader/Filer/USAddress/CityNm0COSTA MESA
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02020-02-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:18:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203685188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DBBMCKENNON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020321 SW BIRCH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0926601756
ReturnHeader/PreparerPersonGrp/PhoneNum09492003295
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY CRAIG
ReturnHeader/ReturnTs02020-02-17T17:18:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,605
Liabilities
$1,875
Net assets
$409,730
Revenue
$264,645
Expenses
$109,302
Net income
$155,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$4.12$0.02$4.10$2.65$1.09$1.55
2016Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.59$0.35$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.94$0.36$0.20$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.27$0.21$0.06