Civic Intelligence

Coastal Community Foundation

990 • Fiscal year 2017 • EIN 33-0216692

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 03, 2018

Organization ProfileN/A
162 S Rancho Santa Fe Rd Ste F50Encinitas, CA 92024

(760) 942-9245

Siviq Scores

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

Liabilities / Assets

37th percentile

0.08x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.18x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$81,221

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

93rd percentile

56%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$6,301,494

Up $2,261,752 (+56%) from 2016

Net Assets

Up

$5,823,227

Up $2,146,730 (+58%) from 2016

Liabilities

Up

$478,267

Up $115,022 (+32%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin95th percentile

Revenue

Up

$2,607,702

Up $1,344,898 (+107%) from 2016

Expenses

Up

$797,788

Up $267,876 (+51%) from 2016

Net Income

Up

$1,809,914

Up $1,077,022 (+147%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2017

Assets$6,301,494
Liabilities$478,267
Net Assets$5,823,227
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$2,607,702
Expenses$797,788
Net Income$1,809,914
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 3, 2018
Return Version
2017v2.2
Gross Receipts
$3,171,730
Mission and Program Overview

Mission

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

TO help individuals and families meet their charitable goals; make grants to support nonprofit programs, education and community needs; provide support and training for nonprofits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,391,684$3,848,272▲ $456,588
Savings and Temporary Cash Investments$521,393$1,935,234▲ $1,413,841
Cash and Non-Interest-Bearing Accounts$125,790$267,953▲ $142,163
Pledges and Grants Receivable$500$2,832▲ $2,332
Prepaid Expenses and Deferred Charges$375$0▼ $375
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-
Total Assets$4,039,742$6,301,494▲ $2,261,752
Other Assets Total-$247,203-
Liabilities
Escrow Account Liability$362,695$478,267▲ $115,572
Grants Payable$550--
Total Liabilities$363,245$478,267▲ $115,022
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,871,140$3,961,061▲ $2,089,921
Permanently Rstr Net Assets$1,797,472$1,834,963▲ $37,491
Unrestricted Net Assets$7,885$27,203▲ $19,318
Total Net Assets Fund Balance$3,676,497$5,823,227▲ $2,146,730
Total Liabilities and Net Assets / Fund Balance$4,039,742$6,301,494▲ $2,261,752

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,041,477$46,692▲ $237,874-$2,181,645
2016$1,951,574$50,472▲ $166,609-$2,041,477
2015$1,999,071$97,333▼ $20,756-$1,951,574
2014$1,916,137$81,762▲ $90,400-$1,999,071
2013$1,195,898$560,626▲ $222,621-$1,916,137
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon OmahenExecutive DirectorFT$76,271$4,950$81,221

Board Members and Trustees

NameTitle
Alice JacobsonPresident
Eric HallVice President
Alexandra KwokaDirector
Bill CoxDirector
Bobbie HoderDirector
Ed BlodgettDirector
Gabe KoffDirector
John OsborneDirector
John RunagerDirector
Marion DodsonDirector
Nancy GibersonDirector
John KeltingSecretary
Sherry MesmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,451,875
Program Service Revenue
$85,586
Investment Income
$70,241
Other Revenue
$0
All Other Contributions
$2,451,875
Change in Net Assets
$1,809,914

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 Traded8$175,742Fair Market Value (FMV)
Total Noncash Contributions8$175,742-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,607,702
Revenue Not Reported on Form 990
$336,816
Total Revenue per Audited Statements
$2,944,518
Total Revenue per Form 990
$2,607,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$533,815
Other Expenses$165,357
Salaries, Compensation, and Employee Benefits$98,616
Total Fundraising Expense$20,784
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$489,873--$489,873
Current Officers, Directors, Trustees, and Key Employees$53,155$25,027$13,153$91,335
Fees for Services Management$81,819--$81,819
Grants to Domestic Individuals$43,942--$43,942
Fees for Service Investment Mgmnt Fees$12,789--$12,789
Insurance$4,703$5,438$1,660$11,801
Occupancy$6,773$3,189$1,676$11,638
Fees for Services Accounting-$9,538-$9,538
Payroll Taxes$4,237$1,995$1,049$7,281
All Other Expenses$2,054$3,988$328$6,370
Advertising$4,031-$1,344$5,375
Other Expenses$963$453$238$1,654
Information Technology$1,191-$397$1,588
Office Expenses$552$552-$1,104
Fees for Services Other$425$75-$500
Fees for Services Legal-$21-$21
Total Functional Expenses$712,918$64,086$20,784$797,788

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$797,788
Total Expenses per Audited Statements$797,788
Total Expenses per Form 990$797,788
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SduhsdEncinitas, CA501(c)(3)Culinary program$45,003
Shalom CenterPhiladelphia, PA501(c)(3)Jewish Multiracial network$40,410
JOIN For JusticeBoston, MA501(c)(3)convenings for jews of color$30,000
San Diego Botanic GardenEncinitas, CA501(c)(3)new conservancy and general ops$30,000
Scripps Inst of OceanographyLa Jolla, CA501(c)(3)Beyster Coastal Vessel Fund$25,000
Union for Reform JudaismNew York, NY501(c)(3)Jews of Color V'Nation fellowship$25,000
La Jolla Golden TriangleDel Mar, CA501(c)(3)Funding for teachers in Afghanistan$12,000
Bend the ArcNew York, NY501(c)(3)Jewish Partnership for Justice$10,000
Generate Hope IncSan Diego, CA501(c)(3)Education/ Therapy Sex Trafficking$10,000
New Entra Casa CorporationSan Diego, CA501(c)(3)Program Operations$10,000
San Dieguito United MethodistEncinitas, CA501(c)(3)General Donation$10,000
World Vets InternationalGig Harbor, WA501(c)(3)General Fund$10,000
Birch AquariumLa Jolla, CA501(c)(3)School Programs/ General Support$9,875
Tender Loving CaninesSan Diego, CA501(c)(3)TLC at Girls Rehab Facility$8,000
Dreams for ChangeSan Diego, CA501(c)(3)Eat Better Today program$6,500
Lux Art InstituteEncinitas, CA501(c)(3)Valise program (education)$5,811
Reuben H Fleet Science CntrSan Diego, CA501(c)(3)School Science Programs$5,138
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
No
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

“All board and committee members sign a conflict of interest policy annually. Directors and volunteers are asked to disclose any conflicts before a vote is taken. The conflict of interest policy is available upon request.”

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

“The executive director's salary is determined based on an annual review and 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 foundation is in compliance with standards for u.s. Community foundations. Copies of information can also be requested by phone.”

Filing and Contact Details

Filer

Filer Name
Coastal Community Foundation
EIN
33-0216692
Phone
7609429245
Address
162 S RANCHO SANTA FE RD STE F50, ENCINITAS, CA 92024

Signing Officer

Name
Alice Jacobson
Title
President
Signed
2018-10-03
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
95

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 Foundation's financial condition, results of operations nor cash flows. Accordingly, the Foundation has not recorded any tax assets or liabilities, nor related accruals for interest or penalties for uncertain income tax positions at December 31, 2017.”

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IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN RUNAGER
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm13SHARON OMAHEN
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Dir.
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IRS990/MissionDesc0TO ENHANCE THE QUALITY OF LIFE IN NORTH COASTAL SAN DIEGO COUNTY BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS
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IRS990/OtherExpensesGrp/Desc3Telephone
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IRS990/OtherExpensesGrp/ProgramServicesAmt2963
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IRS990/OtherExpensesGrp/TotalAmt13970
IRS990/OtherExpensesGrp/TotalAmt23756
IRS990/OtherExpensesGrp/TotalAmt31654
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01995
IRS990/PayrollTaxesGrp/ProgramServicesAmt04237
IRS990/PayrollTaxesGrp/TotalAmt07281
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt085586
IRS990/ProgSrvcAccomActy2Grp/Desc0Field of interest grants Grant awards are made in a variety of areas. Formal grant programs include Hand to Hand for programs that empower change and self-sufficiency for women and girls in San Diego County. Mental Health grants for programs and services that focus on mental health intervention and counseling services for youth. Solana Beach Fund grants for programs and projects that build stronger nonprofits, help neighborhoods and families and ensure a vibrant culture in Solana Beach. In 2017, forty-five field of interest grants were made.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0268382
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0201363
IRS990/ProgSrvcAccomActy3Grp/Desc0Education and Scholarships Education grants are made for art and science programs for fifth through eighth grade classrooms in the Del Mar, Solana Beach, Cardiff, Encinitas, Carlsbad and Oceanside school districts and for technical and career training programs in high schools. Scholarships are awarded to graduating seniors from San Dieguito, Carlsbad and Oceanside high school districts and to students who qualify for renewal scholarships. Scholarships and education grants represented approximately 27% of the total grants made in 2017. Thirty-five students received scholarships.
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IRS990/PYOtherRevenueAmt0541
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IRS990/PYTotalExpensesAmt0529912
IRS990/PYTotalRevenueAmt01262804
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION HOLDS FUNDS ESTABLISHED BY UNAFFILIATED NONPROFIT ORGANIZATIONS FOR THEIR OWN BENEFIT WITH THE FOUNDATION AS CUSTODIAN. THE FOUNDATION REPORTS THE CONTRIBUTIONS TO THESE FUNDS ON SCHEDULE A AS PUBLIC SUPPORT. THE FOUNDATION DOES NOT CHARACTERIZE THESE CONTRIBUTIONS AS REVENUE. NEW FUNDS RECEIVED IN 2017 TOTALLED $68,828.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,301,494
Liabilities
$478,267
Net assets
$5,823,227
Revenue
$2,607,702
Expenses
$797,788
Net income
$1,809,914
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