Civic Intelligence

Coastal Community Foundation

990 • Fiscal year 2014 • EIN 33-0216692

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 14, 2015

Organization ProfileN/A
PO Box 230415Encinitas, CA 92023

(760) 942-9245

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.06x

Higher debt load relative to assets than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

67th percentile

0.27x

Higher debt load relative to revenue than 67% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

56th percentile

$73,325

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$3,150,042

Up $339,291 (+12%) from 2013

Net Assets

Up

$2,955,948

Up $299,571 (+11%) from 2013

Liabilities

Up

$194,094

Up $39,720 (+26%) from 2013

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin87th percentile

Revenue

Down

$718,270

Down $437,445 (-38%) from 2013

Expenses

Up

$462,504

Up $171,848 (+59%) from 2013

Net Income

Down

$255,766

Down $609,293 (-70%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$15M$10M$5.0M$0Assets 2010: $1,614,304Liabilities 2010: $0Net Assets 2010: $1,614,3042010Assets 2011: $1,602,612Liabilities 2011: $0Net Assets 2011: $1,602,6122011Assets 2012: $1,704,069Liabilities 2012: $378Net Assets 2012: $1,703,6912012Assets 2013: $2,810,751Liabilities 2013: $154,374Net Assets 2013: $2,656,3772013Assets 2014: $3,150,042Liabilities 2014: $194,094Net Assets 2014: $2,955,9482014Assets 2015: $3,144,879Liabilities 2015: $282,194Net Assets 2015: $2,862,6852015Assets 2016: $4,039,742Liabilities 2016: $363,245Net Assets 2016: $3,676,4972016Assets 2017: $6,301,494Liabilities 2017: $478,267Net Assets 2017: $5,823,2272017Assets 2018: $6,292,363Liabilities 2018: $548,742Net Assets 2018: $5,743,6212018Assets 2019: $7,332,697Liabilities 2019: $730,526Net Assets 2019: $6,602,1712019Assets 2020: $8,117,417Liabilities 2020: $981,732Net Assets 2020: $7,135,6852020Assets 2021: $11,103,800Liabilities 2021: $1,921,032Net Assets 2021: $9,182,7682021Assets 2022: $9,503,718Liabilities 2022: $1,949,705Net Assets 2022: $7,554,0132022Assets 2023: $10,166,430Liabilities 2023: $1,950,343Net Assets 2023: $8,216,0872023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$3,150,042
Liabilities$194,094
Net Assets$2,955,948
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $161,2222010Expenses 2011: $216,3962011Expenses 2012: $242,4972012Revenue 2013: $1,155,715Expenses 2013: $290,656Net Income 2013: $865,0592013Revenue 2014: $718,270Expenses 2014: $462,504Net Income 2014: $255,7662014Revenue 2015: $459,662Expenses 2015: $453,859Net Income 2015: $5,8032015Revenue 2016: $1,262,804Expenses 2016: $529,912Net Income 2016: $732,8922016Revenue 2017: $2,607,702Expenses 2017: $797,788Net Income 2017: $1,809,9142017Revenue 2018: $1,320,722Expenses 2018: $906,676Net Income 2018: $414,0462018Revenue 2019: $1,311,900Expenses 2019: $1,114,225Net Income 2019: $197,6752019Revenue 2020: $1,803,353Expenses 2020: $1,319,553Net Income 2020: $483,8002020Revenue 2021: $3,232,132Expenses 2021: $1,314,155Net Income 2021: $1,917,9772021Revenue 2022: $1,103,691Expenses 2022: $1,533,040Net Income 2022: -$429,3492022Revenue 2023: $1,411,012Expenses 2023: $1,296,226Net Income 2023: $114,7862023Revenue 2024: $478,510Expenses 2024: $776,536Net Income 2024: -$298,0262024

Highlighted filing

2014

Revenue$718,270
Expenses$462,504
Net Income$255,766
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 14, 2015
Return Version
2014v5.0
Gross Receipts
$1,315,925
Mission and Program Overview

Mission

To enhance the quality of life in north coastal san diego county by directing philanthropic efforts toward community needs

Provide grants to community non profits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,340,568$2,543,813▲ $203,245
Cash and Non-Interest-Bearing Accounts$196,468$308,575▲ $112,107
Savings and Temporary Cash Investments$273,714$293,154▲ $19,440
Pledges and Grants Receivable-$4,500-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$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$2,810,750$3,150,042▲ $339,292
Other Assets Total-$0-
Liabilities
Escrow Account Liability$153,334$192,988▲ $39,654
Accounts Payable and Accrued Expenses$1,040$1,106▲ $66
Total Liabilities$154,374$194,094▲ $39,720
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,573,455$1,655,217▲ $81,762
Temporarily Rstr Net Assets$1,064,459$1,288,479▲ $224,020
Unrestricted Net Assets$18,462$12,252▼ $6,210
Total Net Assets Fund Balance$2,656,376$2,955,948▲ $299,572
Total Liabilities and Net Assets / Fund Balance$2,810,750$3,150,042▲ $339,292

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,916,137$81,762▲ $90,400-$1,999,071
2013$1,195,898$560,626▲ $222,621-$1,916,137
2012$1,094,753$17,696▲ $125,885-$1,195,898
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon OmahenExecutive DirectorPT$68,000$5,325$73,325

Board Members and Trustees

NameTitle
Bill CoxPresident
Alice JacobsonVice President
Bobbie HoderDirector
Ed BlodgettDirector
Eric HallDirector
Helmut KiffmannDirector
Henry HagueDirector
John KeltingDirector
Kerry WitkinDirector
Laura FlemingDirector
Marion DodsonDirector
Marry CozzaDirector
Steve KnightDirector
Jerry LouisSecretary
Sean GildeaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$587,510
Program Service Revenue
$61,823
Investment Income
$68,187
Other Revenue
$750
All Other Contributions
$587,510
Change in Net Assets
$255,766

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$244,852High-low Avg
Total Noncash Contributions3$244,852-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$253,089
Other Expenses$126,868
Salaries, Compensation, and Employee Benefits$82,547
Total Fundraising Expense$14,833
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$234,349--$234,349
Current Officers, Directors, Trustees, and Key Employees$43,995$18,331$10,999$73,325
Fees for Services Management$59,463--$59,463
Grants to Domestic Individuals$18,740--$18,740
Fees for Services Accounting-$12,600-$12,600
Occupancy$6,782$3,387$1,696$11,865
Fees for Services Other$8,012$3,618-$11,630
Fees for Service Investment Mgmnt Fees$9,118--$9,118
Payroll Taxes$3,340$1,669$835$5,844
All Other Expenses$2,959$1,750$1,019$5,728
Other Salaries and Wages-$3,378-$3,378
Insurance-$2,930-$2,930
Other Expenses$925$462$231$1,618
Office Expenses$590$590-$1,180
Advertising$159-$53$212
Total Functional Expenses$396,936$50,735$14,833$462,504
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lux Art InstituteEncinitas, CA501c3Valise program (education)$36,909
San Dieguito United MethodistEncinitas, CA501c3capital campaign$33,000
Welcome Home MinistriesOceanside, CA501c3peer mentoring program; gen support$10,828
Girls RisingSan Diego, CA501c3Girls Rising Mentor Program$10,000
Just in Time for Foster YouthSan Diego, CA501c3Career Horizons for Young Women$10,000
Oceanside Museum of ArtOceanside, CA501c3Art Quest$8,840
Casa de AmistadSolana Beach, CA501c3Step Up STEM; youth symphony prog$7,100
Community Resource CenterEncinitas, CA501c3Therapeutic Children's Center$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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

“The executive director and treasurer review the draft form 990 prior to approval. The form 990 is provided to the board of directors before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Directors sign a conflict of interest policy annually. Directors and volunteers are asked to disclose any conflicts before a vote is taken.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Compensation of the organization's executive director is determined based on an annual review and using comparable salary information from similar sized foundations.”

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

“Financial information is available to the public on the foundation's website and on guidestar. The foundation has been acknowledged as a trusted partner on guidestar and has passed the national standards by the council on foundations, which indicated that coastal community foundations is in compliance with standards for u.s. Community foundations. Copies of information can also be requested by phone. All committee and board members sign the conflict of interest forms annually. The conflict of interest policy is available upon request.”

Filing and Contact Details

Filer

Filer Name
Coastal Community Foundation
EIN
33-0216692
Phone
7609429245
Address
PO BOX 230415, ENCINITAS, CA 92023

Signing Officer

Name
Alice Jacobson
Title
President
Signed
2015-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Jacobson
Formed
1986
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
35

Preparer

Firm
Polito Eppich Associates LLP
Address
100 E San Marcos Blvd 100, San Marcos, CA 92069
Preparer
Jessica M Dorsett
Phone
7605999900
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Amounts held on behalf of others include endowments established by unaffiliated nonprofit organizations for their own benefit.”

Part X : FIN48 Footnote

“The Foundation has analyzed its tax positions taken for filings with the Internal Revenue Service and the state of California. The Foundation believes that its income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Foundations financial condition, results of operations, or cash flows. Accordingly, the Foundation has not recorded any tax assets or liabilities, or related accruals for interest and penalties for uncertain income tax positions at December 31, 2014.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/ProgSrvcAccomActy3Grp/Desc0Donor Advised Fund Grants - Donors make recommendations to the Foundations Board of Directors for distributions from their funds. Grants are awarded to a wide variety of nonprofits locally, regionally and nationally.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,150,042
Liabilities
$194,094
Net assets
$2,955,948
Revenue
$718,270
Expenses
$462,504
Net income
$255,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.48$0.78$0.30
2023Detailed filing. Detailed filing data is available for this year.$10.2$1.95$8.22$1.41$1.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$9.50$1.95$7.55$1.10$1.53$0.43
2021Detailed filing. Detailed filing data is available for this year.$11.1$1.92$9.18$3.23$1.31$1.92
2020Detailed filing. Detailed filing data is available for this year.$8.12$0.98$7.14$1.80$1.32$0.48
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.73$6.60$1.31$1.11$0.20
2018Detailed filing. Detailed filing data is available for this year.$6.29$0.55$5.74$1.32$0.91$0.41
2017Detailed filing. Detailed filing data is available for this year.$6.30$0.48$5.82$2.61$0.80$1.81
2016Detailed filing. Detailed filing data is available for this year.$4.04$0.36$3.68$1.26$0.53$0.73
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.28$2.86$0.46$0.45$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.15$0.19$2.96$0.72$0.46$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.15$2.66$1.16$0.29$0.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.16