Civic Intelligence

San Anselmo Community Foundation

990 • Fiscal year 2015 • EIN 31-1742764

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

42 Wimbledon WaySan Rafael, CA 94901

(415) 454-2510

Siviq Scores

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

Liabilities / Assets

51st percentile

0.11x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

134.21x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-4436%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

29th percentile

-3.5%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,061,877

Down $73,676 (-3.4%) from 2014

Net Assets

Down

$1,838,961

Down $73,676 (-3.9%) from 2014

Liabilities

Flat

$222,916

Flat from 2014

Revenue

Down

$1,661

Down $63,384 (-97%) from 2014

Expenses

Up

$75,337

Up $14,911 (+25%) from 2014

Net Income

Down

-$73,676

Down $78,295 (-1695%) from 2014

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 2013: $2,144,410Liabilities 2013: $236,392Net Assets 2013: $1,908,0182013Assets 2014: $2,135,553Liabilities 2014: $222,916Net Assets 2014: $1,912,6372014Assets 2015: $2,061,877Liabilities 2015: $222,916Net Assets 2015: $1,838,9612015Assets 2016: $2,011,744Liabilities 2016: $222,166Net Assets 2016: $1,789,5782016

Highlighted filing

2015

Assets$2,061,877
Liabilities$222,916
Net Assets$1,838,961

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $2,765,140Expenses 2013: $890,783Net Income 2013: $1,874,3572013Revenue 2014: $65,045Expenses 2014: $60,426Net Income 2014: $4,6192014Revenue 2015: $1,661Expenses 2015: $75,337Net Income 2015: -$73,6762015Revenue 2016: $2,600Expenses 2016: $51,983Net Income 2016: -$49,3832016

Highlighted filing

2015

Revenue$1,661
Expenses$75,337
Net Income-$73,676
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Gross Receipts
$4,485
Mission and Program Overview

Mission

The Foundation supports and advances the educational, cultural, and economic interests of San Anselmo Community by developing leadership with a dynamic and innovative vision of the future; linking the business community in partnership with educational and governmental.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,933,290$1,932,658▼ $632
Rtn Earn Endowment Incm Other Fnds$1,912,637$1,838,961▼ $73,676
Loans From Officers Directors$222,166$222,166→ $0
Cash and Non-Interest-Bearing Accounts$199,772$126,728▼ $73,044
Pledges and Grants Receivable$1,500$1,500→ $0
Prepaid Expenses and Deferred Charges$991$991→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,135,553$2,061,877▼ $73,676
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$750$750→ $0
Total Liabilities$222,916$222,916→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,912,637$1,838,961▼ $73,676
Total Liabilities and Net Assets / Fund Balance$2,135,553$2,061,877▼ $73,676

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,857,154-$1,857,154
Other Land Buildings$75,504$5,281$80,785
Compensation and Service Providers

Board Members and Trustees

NameTitle
Greg DavidsonChairman
Connie S RodgersPresident
Sarita PatelCFO
Glen ShermanController
Natalie D TalbottSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,885
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-2,224
All Other Contributions
$3,885
Change in Net Assets
$-73,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$37,987
Grants and Similar Amounts Paid$37,350
Total Fundraising Expense$1,504
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$37,350--$37,350
All Other Expenses$5,637$1,117$1,504$8,258
Other Expenses$4,696$3,002-$3,002
Depreciation Depletion$2,649--$2,649
Total Functional Expenses$69,714$4,119$1,504$75,337
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,824
Fundraising Gross Income$600
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
Loans from Officers, Directors, Trustees, and Key Employees$222,166$222,166→ $0
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

The board reviews a draft of Form 990 and all accompanying schedules to verify data is correct to the best of its knowledge. Once review is performed, the return is filed.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
San Anselmo Community Foundation
EIN
31-1742764
Phone
4154542510
Address
42 Wimbledon Way, San Rafael, CA 94901

Signing Officer

Name
Connie S Rodgers
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2001
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Delagnes Mitchell & Linder LLP
Address
300 Montgomery Street Suite 1050, San Francisco, CA 94104-1999
Preparer
Edwin Niiya
Phone
4159830500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

Advertising: Column (A) - Total = $155; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $155

Form 990, Part IX, Line 24E: Other Expenses

Bank Fees : Column (A) - Total = $2; Column (B) - Program Services = $0; Column (C) - Management & General = $2; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Credit Card Fees: Column (A) - Total = $119; Column (B) - Program Services = $0; Column (C) - Management & General = $119; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Facilities & Equipment: Column (A) - Total = $996; Column (B) - Program Services = $0; Column (C) - Management & General = $996; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Lights: Column (A) - Total = $1769; Column (B) - Program Services = $1769; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Miscellaneous: Column (A) - Total = $262; Column (B) - Program Services = $262; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Outside Contract Services: Column (A) - Total = $386; Column (B) - Program Services = $386; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage : Column (A) - Total = $35; Column (B) - Program Services = $35; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Property Taxes: Column (A) - Total = $2670; Column (B) - Program Services = $2670; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Supplies: Column (A) - Total = $959; Column (B) - Program Services = $99; Column (C) - Management & General = $0; Column (D) - Fundraising = $860

Form 990, Part IX, Line 24E: Other Expenses

Taxes: Column (A) - Total = $45; Column (B) - Program Services = $45; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Telephone: Column (A) - Total = $371; Column (B) - Program Services = $371; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Web Design: Column (A) - Total = $489; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $489

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0274114
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY170Pct00.72200
IRS990ScheduleA/PublicSupportPY170Pct00.71690
IRS990ScheduleA/PublicSupportTotal170Amt0197909
IRS990ScheduleA/SubstantialContributorsTotAmt076205
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0209207
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0274114
IRS990ScheduleA/TotalSupportAmt0274114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt01857154
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01857154
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt075504
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05281
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt080785
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01932658
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt037350
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Assistance with medical expenses.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The San Anselmo Community Foundation is a non-profit affiliate of the San Anselmo Chamber of Commerce whose mission is to support and advance the educational, cultural, social and economic interests and needs of the San Anselmo Community by:- Improving the lives of families by providing direct support during times of dire need;- Linking businesses and community in partnerships with educational, governmental, social and non-profit organizations; and-Serving as a vehicle for research, planning and community education to anticipate and communicate the challenges of the future.The Adopt a Family program is part of the San Anselmo Community Foundation's outreach supporting needs of qualified, local individuals or families in crises.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0222166
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Assist
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0250000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0G Lucas
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Disqual
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt0222166
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board reviews a draft of Form 990 and all accompanying schedules to verify data is correct to the best of its knowledge. Once review is performed, the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising: Column (A) - Total = $155; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees : Column (A) - Total = $2; Column (B) - Program Services = $0; Column (C) - Management & General = $2; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Credit Card Fees: Column (A) - Total = $119; Column (B) - Program Services = $0; Column (C) - Management & General = $119; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Facilities & Equipment: Column (A) - Total = $996; Column (B) - Program Services = $0; Column (C) - Management & General = $996; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Lights: Column (A) - Total = $1769; Column (B) - Program Services = $1769; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Miscellaneous: Column (A) - Total = $262; Column (B) - Program Services = $262; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Outside Contract Services: Column (A) - Total = $386; Column (B) - Program Services = $386; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Postage : Column (A) - Total = $35; Column (B) - Program Services = $35; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Property Taxes: Column (A) - Total = $2670; Column (B) - Program Services = $2670; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Supplies: Column (A) - Total = $959; Column (B) - Program Services = $99; Column (C) - Management & General = $0; Column (D) - Fundraising = $860
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Taxes: Column (A) - Total = $45; Column (B) - Program Services = $45; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Telephone: Column (A) - Total = $371; Column (B) - Program Services = $371; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Web Design: Column (A) - Total = $489; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $489
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 IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04119
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069714
IRS990/TotalFunctionalExpensesGrp/TotalAmt075337
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0222916
IRS990/TotalLiabilitiesEOYAmt0222916
IRS990/TotalLiabilitiesGrp/BOYAmt0222916
IRS990/TotalLiabilitiesGrp/EOYAmt0222916
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01912637
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01838961
IRS990/TotalProgramServiceExpensesAmt069714
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IRS990/TotalRevenueGrp/ExclusionAmt0-2224
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01661
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02135553
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02061877
IRS990/TransactionWithControlEntInd0false
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Connie S Rodgers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Anselmo Community Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0311742764
ReturnHeader/Filer/PhoneNum04154542510
ReturnHeader/Filer/USAddress/AddressLine1Txt042 Wimbledon Way
ReturnHeader/Filer/USAddress/CityNm0San Rafael
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Delagnes Mitchell & Linder LLP

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