Civic Intelligence

Coastal Community Foundation

990 • Fiscal year 2019 • EIN 33-0216692

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 28, 2020

Organization Profilecoastalfoundation.org
162 S Rancho Santa Fe Road 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

43rd percentile

0.10x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.56x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$87,637

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-0.7%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$7,332,697

Up $1,040,334 (+17%) from 2018

Net Assets

Up

$6,602,171

Up $858,550 (+15%) from 2018

Liabilities

Up

$730,526

Up $181,784 (+33%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin73rd percentile

Revenue

Down

$1,311,900

Down $8,822 (-0.7%) from 2018

Expenses

Up

$1,114,225

Up $207,549 (+23%) from 2018

Net Income

Down

$197,675

Down $216,371 (-52%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$7,332,697
Liabilities$730,526
Net Assets$6,602,171
Open 2019 Filing

Operations Trend

Revenue Growth36th 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

2019

Revenue$1,311,900
Expenses$1,114,225
Net Income$197,675
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 28, 2020
Return Version
2019v5.0
Gross Receipts
$2,643,989
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$5,715,812$6,858,697▲ $1,142,885
Savings and Temporary Cash Investments$301,163$244,668▼ $56,495
Cash and Non-Interest-Bearing Accounts$258,543$203,882▼ $54,661
Pledges and Grants Receivable$15,945$24,550▲ $8,605
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$6,292,363$7,332,697▲ $1,040,334
Other Assets Total$900$900→ $0
Liabilities
Escrow Account Liability$548,617$728,608▲ $179,991
Accounts Payable and Accrued Expenses$125$1,918▲ $1,793
Total Liabilities$548,742$730,526▲ $181,784
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,707,107$6,546,600▲ $839,493
Net Assets Without Donor Restrictions$36,514$55,571▲ $19,057
Total Net Assets Fund Balance$5,743,621$6,602,171▲ $858,550
Total Liabilities and Net Assets / Fund Balance$6,292,363$7,332,697▲ $1,040,334

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,002,084$31,965▲ $327,218-$2,053,564
2018$2,181,645$84,239▼ $115,504-$2,002,084
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
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon OmahenExecutive DirectorFT$82,487$5,150$87,637

Board Members and Trustees

NameTitle
John KeltingPresident
Alexandra KwokaVice President
Eric HallDirector
Gabe KoffDirector
Jim MerrillDirector
John OsborneDirector
John RunagerDirector
Karen Duncan BonnerDirector
Linda HallDirector
Marion DodsonDirector
Pete IversonDirector
Peter BoukouzisDirector
Pollie GautschDirector
William CoxDirector
Edward BlodgettSecretary
Sherry MesmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$984,674
Program Service Revenue
$111,707
Investment Income
$215,519
Other Revenue
$0
All Other Contributions
$984,674
Change in Net Assets
$197,675

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 Traded17$685,784Fair Market Value (FMV)
Total Noncash Contributions17$685,784-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$816,144
Other Expenses$183,018
Salaries, Compensation, and Employee Benefits$115,063
Total Fundraising Expense$21,053
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$759,844--$759,844
Fees for Services Management$104,247--$104,247
Current Officers, Directors, Trustees, and Key Employees$39,593$28,046$14,848$82,487
Grants to Domestic Individuals$56,300--$56,300
Other Salaries and Wages$19,903$2,262$452$22,617
Fees for Service Investment Mgmnt Fees$20,662--$20,662
Fees for Services Accounting-$16,975-$16,975
Occupancy$7,427$3,784$1,910$13,121
Payroll Taxes$5,637$2,872$1,450$9,959
Insurance$2,472$4,421$926$7,819
Office Expenses$1,781$3,658$225$5,664
All Other Expenses$3,736$682$610$5,028
Other Expenses$1,269$688$632$1,957
Fees for Services Legal-$24-$24
Total Functional Expenses$1,024,766$68,406$21,053$1,114,225
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Impact CubedEncinitas, CA501(c)(3)JEWS OF COLOR BLDG; GENERAL SUPPORT$88,785
Magdalena Ecke Family YmcaEncinitas, CA501(c)(3)ROOFRAISERS; EVENT/GENERAL SUPPORT$70,000
Campanile Foundation SDSUSan Diego, CA501(c)(3)Scholarship in Communication$50,000
KpbsSan Diego, CA501(c)(3)General Support$40,000
Scripps Health FoundationEncinitas, CA501(c)(3)SCRIPPS ENCINITAS CATH LAB; EQUIP$35,000
Jewish Family Service of SDSan Diego, CA501(c)(3)Safe Parking Program$30,000
San Dieguito Union HSDEncinitas, CA501(c)(3)Mini-grants to High School Programs$25,632
North County Education FdnEscondido, CA501(c)(3)General Support$25,475
Carlsbad Educational FdnCarlsbad, CA501(c)(3)Mini-grants Carlsbad High Schools$20,179
North County Lifeline IncVista, CA501(c)(3)General Support$20,000
San Dieguito United MethodistEncinitas, CA501(c)(3)General Support$20,000
City of Solana BeachSolana Beach, CA501(c)(3)Solana Beach Skatepark$19,038
Heritage RanchEncinitas, CA501(c)(3)BBQ AND MUSIC FEST; GENERAL SUPPORT$10,000
La Jolla Golden Triangle FdnDel Mar, CA501(c)(3)Afghanistan school program$10,000
Operation HopeVista, CA501(c)(3)Steps to Independence Program$10,000
USO San DiegoSan Diego, CA501(c)(3)Neilash Airport Center$10,000
Wallowa Valley Hlth Care FndEnterprise, OR-Event Sponsorship$10,000
Young Americas FoundationSanta Barbara, CA-Reagan Ranch$10,000
Reading LegaciesSan Diego, CA501(c)(3)Family Connections Program$9,500
Bay Area Nonviolent CommunicOakland, CA501(c)(3)Palestinian Women Leaders Event$8,000
Girls RisingSan Diego, CA501(c)(3)Girls Rising Community Events$7,500
Open Learning ExchangeCambridge, MA501(c)(3)General Support$6,000
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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 audit committee 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 ROAD STE F50, ENCINITAS, CA 92024

Signing Officer

Name
Sherry Mesman
Title
Treasurer
Signed
2020-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Omahen
Formed
1986
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
98

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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN KELTING
IRS990/Form990PartVIISectionAGrp/PersonNm10PETER BOUKOUZIS
IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIAM COX
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN RUNAGER
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm14POLLIE GAUTSCH
IRS990/Form990PartVIISectionAGrp/PersonNm15LINDA HALL
IRS990/Form990PartVIISectionAGrp/PersonNm16JIM MERRILL
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENHANCE THE QUALITY OF LIFE IN NORTH SAN DIEGO COUNTY BY DIRECTING PHILANTHROPIC EFFORTS TOWARD COMMUNITY NEEDS
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/TotalAmt22134
IRS990/OtherExpensesGrp/TotalAmt31957
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IRS990/PrincipalOfficerNm0SHARON OMAHEN
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IRS990/ProgSrvcAccomActy2Grp/Desc0Field of interest grants Grant awards are made in a variety of interest areas. Formal grant programs include:1. Hand to Hand for programs that empower change and self-sufficiency for women and girls in San Diego County. 2. Mental health grants for programs and services focus on mental health intervention and counseling services for youth. 3. Solana Beach Fund grants are made for programs and projects build stronger nonprofits, help neighborhoods and families and ensure a vibrant culture in Solana Beach. 4. Encinitas Fund grants provide support for nonprofit programs and community projects for Encinitas and all of its neighborhoods.5. The Homeless and Housing Recovery Fund provides grants to nonprofit programs and services that address housing needs and the continuum of care for residents.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0246548
IRS990/ProgSrvcAccomActy3Grp/Desc0Education and Scholarships Education grants are made for technical and career training programs in North Coastal high schools. Scholarships are awarded to graduating seniors from San Dieguito, Carlsbad, Oceanside, Scripps Ranch and Vista high schools and to students who qualify for renewal scholarships. Scholarships and education grants represented approximately 27% of the total grants made in 2019. 45 scholarships were awarded.
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IRS990/PYTotalExpensesAmt0906676
IRS990/PYTotalRevenueAmt01320722
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0197675
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0301163
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0244668
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 2019 TOTALLED $101,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01024400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0600626

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,332,697
Liabilities
$730,526
Net assets
$6,602,171
Revenue
$1,311,900
Expenses
$1,114,225
Net income
$197,675
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