Civic Intelligence

Christermon Foundation

990 • Fiscal year 2020 • EIN 33-0262226

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 29, 2021

Organization ProfileWWW.CHRISTERMON.COM
9 Orchard Rd No 100Lake Forest, CA 92630

(949) 837-5291

Siviq Scores

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

Liabilities / Assets

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.31x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-94%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

14th percentile

-5.2%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-65%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$1,999,872

Down $110,470 (-5.2%) from 2019

Net Assets

Down

$1,933,276

Down $98,241 (-4.8%) from 2019

Liabilities

Down

$66,596

Down $12,229 (-16%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin4th percentile

Revenue

Down

$215,082

Down $403,500 (-65%) from 2019

Expenses

Down

$417,714

Down $263,518 (-39%) from 2019

Net Income

Down

-$202,632

Down $139,982 (-223%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $1,600,953Liabilities 2012: $74,876Net Assets 2012: $1,526,0772012Assets 2013: $2,091,920Liabilities 2013: $74,876Net Assets 2013: $2,017,0442013Assets 2014: $2,032,762Liabilities 2014: $0Net Assets 2014: $2,032,7622014Assets 2015: $1,980,644Liabilities 2015: $1,906Net Assets 2015: $1,978,7382015Assets 2016: $2,116,868Liabilities 2016: $62,049Net Assets 2016: $2,054,8192016Assets 2017: $2,130,298Liabilities 2017: $39,836Net Assets 2017: $2,090,4622017Assets 2018: $1,995,085Liabilities 2018: $44,874Net Assets 2018: $1,950,2112018Assets 2019: $2,110,342Liabilities 2019: $78,825Net Assets 2019: $2,031,5172019Assets 2020: $1,999,872Liabilities 2020: $66,596Net Assets 2020: $1,933,2762020Assets 2021: $2,182,232Liabilities 2021: $5,065Net Assets 2021: $2,177,1672021Assets 2022: $1,929,071Liabilities 2022: -$23,792Net Assets 2022: $1,952,8632022Assets 2024: $2,155,408Liabilities 2024: $4,517Net Assets 2024: $2,150,8912024

Highlighted filing

2020

Assets$1,999,872
Liabilities$66,596
Net Assets$1,933,276
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $404,6522012Revenue 2013: $936,869Expenses 2013: $463,286Net Income 2013: $473,5832013Revenue 2014: $487,459Expenses 2014: $483,207Net Income 2014: $4,2522014Revenue 2015: $519,518Expenses 2015: $535,192Net Income 2015: -$15,6742015Revenue 2016: $646,218Expenses 2016: $497,167Net Income 2016: $149,0512016Revenue 2017: $575,985Expenses 2017: $633,250Net Income 2017: -$57,2652017Revenue 2018: $543,270Expenses 2018: $584,603Net Income 2018: -$41,3332018Revenue 2019: $618,582Expenses 2019: $681,232Net Income 2019: -$62,6502019Revenue 2020: $215,082Expenses 2020: $417,714Net Income 2020: -$202,6322020Revenue 2021: $670,837Expenses 2021: $460,645Net Income 2021: $210,1922021Revenue 2022: $746,708Expenses 2022: $691,553Net Income 2022: $55,1552022Revenue 2024: $611,766Expenses 2024: $642,105Net Income 2024: -$30,3392024

Highlighted filing

2020

Revenue$215,082
Expenses$417,714
Net Income-$202,632
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 29, 2021
Return Version
2020v4.1
Gross Receipts
$364,983
Mission and Program Overview

Mission

Awarding educational scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,031,517$1,933,276▼ $98,241
Investments in Publicly Traded Securities$1,886,208$1,883,860▼ $2,348
Cash and Non-Interest-Bearing Accounts$91,701$64,061▼ $27,640
Prepaid Expenses and Deferred Charges$19,062$37,562▲ $18,500
Accounts Receivable$32,300$0▼ $32,300
Savings and Temporary Cash Investments$75,144$800▼ $74,344
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,110,342$1,999,872▼ $110,470
Other Assets Total$5,927$13,589▲ $7,662
Liabilities
Deferred Revenue-$64,800-
Grants Payable$6,000$0▼ $6,000
Accounts Payable and Accrued Expenses$72,825$1,796▼ $71,029
Total Liabilities$78,825$66,596▼ $12,229
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,031,517$1,933,276▼ $98,241
Total Liabilities and Net Assets / Fund Balance$2,110,342$1,999,872▼ $110,470

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$39,483$39,483
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Sean MccafferyAssociate V.p. - Golf Clasic Chairperson
Paul MackeyPresident
Kathie KennedyVice President
Amy SeifertDirector
Andrew GoodmanDirector
Bob ThompsonDirector
Caitlin Declercq AbelliDirector
Carl CarlsonDirector
Cheri HofferDirector
Dick WilliamsDirector
Henry WongDirector
Jerry HaightDirector
Jon ScrivenDirector
Mike RossDirector
Phil MarkertDirector
Robert FortinDirector
Scott SimentonDirector
Steve HaroDirector
Denny DesparsDirector Emeritus
Dick BrombachDirector Emeritus
Ryan DowAssociate V.p. - Golf & Fall Festival
Daniel HorschAssociate V.p. - Northern CA Associate VP
Steve PowellSecretary
Holly WinnekerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$161,045
Program Service Revenue
$0
Investment Income
$54,037
Other Revenue
$0
All Other Contributions
$161,045
Change in Net Assets
$-202,632
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$219,348
Other Expenses$101,873
Salaries, Compensation, and Employee Benefits$96,493
Total Fundraising Expense$31,608
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$219,348--$219,348
Other Salaries and Wages$66,044$8,255$8,255$82,554
Occupancy$16,767$8,384$8,384$33,535
Fees for Services Accounting-$10,859-$10,859
Fees for Service Investment Mgmnt Fees-$10,120-$10,120
Insurance$4,315$2,157$2,157$8,629
Other Employee Benefits$3,756$1,878$1,878$7,512
Office Expenses$3,662$1,831$1,831$7,324
Payroll Taxes$3,213$1,607$1,607$6,427
Information Technology$2,784$1,393$1,392$5,569
Conferences and Meetings$843$421$421$1,685
Interest$306$153$153$612
Fees for Services Legal-$420-$420
Other Expenses$38$19$19$76
Total Functional Expenses$333,098$53,008$31,608$417,714
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
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, Section B, Line 11B

“The form 990 is reviewed by the signer of the return before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Christermon Foundation
EIN
33-0262226
Phone
9498375291
Address
9 ORCHARD RD NO 100, LAKE FOREST, CA 92630

Signing Officer

Name
Kathie Kennedy
Title
President
Phone
9498375291
Signed
2021-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathie Kennedy
Formed
1987
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
1
Volunteers
17

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
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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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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSOCIATE V.P. - GOLF & FALL FESTIVAL
IRS990/Form990PartVIISectionAGrp/TitleTxt20ASSOCIATE V.P. - NORTHERN CA ASSOCIATE VP
IRS990/Form990PartVIISectionAGrp/TitleTxt21ASSOCIATE V.P. - GOLF CLASIC CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt22TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt23SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-12944
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0219348
IRS990/GrantsPayableGrp/BOYAmt06000
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0219348
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0219348
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0136957
IRS990/GrossReceiptsAmt0364983
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01392
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01393
IRS990/InformationTechnologyGrp/ProgramServicesAmt02784
IRS990/InformationTechnologyGrp/TotalAmt05569
IRS990/InsuranceGrp/FundraisingAmt02157
IRS990/InsuranceGrp/ManagementAndGeneralAmt02157
IRS990/InsuranceGrp/ProgramServicesAmt04315
IRS990/InsuranceGrp/TotalAmt08629
IRS990/InterestGrp/FundraisingAmt0153
IRS990/InterestGrp/ManagementAndGeneralAmt0153
IRS990/InterestGrp/ProgramServicesAmt0306
IRS990/InterestGrp/TotalAmt0612
IRS990/InvestmentIncomeGrp/ExclusionAmt066981
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt066981
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01886208
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01883860
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039483
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt039483
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0149901
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AWARDING EDUCATIONAL SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02031517
IRS990/NetAssetsOrFundBalancesEOYAmt01933276
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-12944
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-12944
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0104391
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt08384
IRS990/OccupancyGrp/ManagementAndGeneralAmt08384
IRS990/OccupancyGrp/ProgramServicesAmt016767
IRS990/OccupancyGrp/TotalAmt033535
IRS990/OfficeExpensesGrp/FundraisingAmt01831
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01831
IRS990/OfficeExpensesGrp/ProgramServicesAmt03662
IRS990/OfficeExpensesGrp/TotalAmt07324
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05927
IRS990/OtherAssetsTotalGrp/EOYAmt013589
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01878
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01878
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03756
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07512
IRS990/OtherExpensesGrp/Desc0SPECIAL EVENT - SCHOLAR
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2DONATIONS
IRS990/OtherExpensesGrp/Desc3LICENSES AND PERMITS
IRS990/OtherExpensesGrp/FundraisingAmt05187
IRS990/OtherExpensesGrp/FundraisingAmt1324
IRS990/OtherExpensesGrp/FundraisingAmt219
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05187
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1324
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt219
IRS990/OtherExpensesGrp/ProgramServicesAmt010375
IRS990/OtherExpensesGrp/ProgramServicesAmt1647
IRS990/OtherExpensesGrp/ProgramServicesAmt21000
IRS990/OtherExpensesGrp/ProgramServicesAmt338
IRS990/OtherExpensesGrp/TotalAmt020749
IRS990/OtherExpensesGrp/TotalAmt11295
IRS990/OtherExpensesGrp/TotalAmt21000
IRS990/OtherExpensesGrp/TotalAmt376
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08255
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08255
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt066044
IRS990/OtherSalariesAndWagesGrp/TotalAmt082554
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01607
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01607
IRS990/PayrollTaxesGrp/ProgramServicesAmt03213
IRS990/PayrollTaxesGrp/TotalAmt06427
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019062
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037562
IRS990/PrincipalOfficerNm0KATHIE KENNEDY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0691761
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0323338
IRS990/PYInvestmentIncomeAmt054502
IRS990/PYOtherExpensesAmt0265277
IRS990/PYOtherRevenueAmt0-127681
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-62650
IRS990/PYSalariesCompEmpBnftPaidAmt092617
IRS990/PYTotalExpensesAmt0681232
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0618582
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-202632
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02031517
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01933276
IRS990/SavingsAndTempCashInvstGrp/BOYAmt075144
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0161045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0691761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0619204

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,999,872
Liabilities
$66,596
Net assets
$1,933,276
Revenue
$215,082
Expenses
$417,714
Net income
-$202,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.15$0.61$0.64$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.02$1.95$0.75$0.69$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.01$2.18$0.67$0.46$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.07$1.93$0.22$0.42$0.20
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.08$2.03$0.62$0.68$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.04$1.95$0.54$0.58$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.04$2.09$0.58$0.63$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.06$2.05$0.65$0.50$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.52$0.54$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.49$0.48$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.07$2.02$0.94$0.46$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.07$1.53$0.40