Civic Intelligence

Saddleback College Foundation

990 • Fiscal year 2015 • EIN 33-0390547

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 28, 2016

Organization Profilewww.saddleback.edu/foundation
28000 Marguerite ParkwayMission Viejo, CA 92692

(949) 582-4479

Siviq Scores

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

Liabilities / Assets

31st percentile

0.06x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.18x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

88th percentile

$298,765

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

68th percentile

6.3%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

3.5%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$8,943,946

Up $533,905 (+6.3%) from 2014

Net Assets

Up

$8,437,911

Up $642,915 (+8.2%) from 2014

Liabilities

Down

$506,035

Down $109,010 (-18%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin88th percentile

Revenue

Up

$2,804,873

Up $94,297 (+3.5%) from 2014

Expenses

Down

$1,703,670

Down $419,764 (-20%) from 2014

Net Income

Up

$1,101,203

Up $514,061 (+88%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2011: $3,634,830Liabilities 2011: $329,948Net Assets 2011: $3,304,8822011Assets 2012: $6,352,893Liabilities 2012: $441,151Net Assets 2012: $5,911,7422012Assets 2014: $8,410,041Liabilities 2014: $615,045Net Assets 2014: $7,794,9962014Assets 2015: $8,943,946Liabilities 2015: $506,035Net Assets 2015: $8,437,9112015Assets 2016: $9,720,083Liabilities 2016: $711,517Net Assets 2016: $9,008,5662016Assets 2017: $10,086,191Liabilities 2017: $356,173Net Assets 2017: $9,730,0182017Assets 2018: $10,797,047Liabilities 2018: $220,473Net Assets 2018: $10,576,5742018Assets 2019: $10,843,040Liabilities 2019: $95,698Net Assets 2019: $10,747,3422019Assets 2020: $10,765,591Liabilities 2020: $173,549Net Assets 2020: $10,592,0422020Assets 2021: $12,841,309Liabilities 2021: $72,150Net Assets 2021: $12,769,1592021Assets 2022: $11,734,372Liabilities 2022: $97,964Net Assets 2022: $11,636,4082022Assets 2023: $12,802,778Liabilities 2023: $133,021Net Assets 2023: $12,669,7572023Assets 2024: $13,819,870Liabilities 2024: $118,536Net Assets 2024: $13,701,3342024

Highlighted filing

2015

Assets$8,943,946
Liabilities$506,035
Net Assets$8,437,911
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $854,1642011Expenses 2012: $993,3022012Revenue 2014: $2,710,576Expenses 2014: $2,123,434Net Income 2014: $587,1422014Revenue 2015: $2,804,873Expenses 2015: $1,703,670Net Income 2015: $1,101,2032015Revenue 2016: $2,535,457Expenses 2016: $1,666,414Net Income 2016: $869,0432016Revenue 2017: $1,972,451Expenses 2017: $1,931,623Net Income 2017: $40,8282017Revenue 2018: $2,943,999Expenses 2018: $1,800,147Net Income 2018: $1,143,8522018Revenue 2019: $1,720,628Expenses 2019: $1,497,677Net Income 2019: $222,9512019Revenue 2020: $1,660,571Expenses 2020: $1,677,206Net Income 2020: -$16,6352020Revenue 2021: $1,601,600Expenses 2021: $1,174,795Net Income 2021: $426,8052021Revenue 2022: $2,051,430Expenses 2022: $1,450,998Net Income 2022: $600,4322022Revenue 2023: $1,364,524Expenses 2023: $1,019,835Net Income 2023: $344,6892023Revenue 2024: $1,782,115Expenses 2024: $1,300,347Net Income 2024: $481,7682024

Highlighted filing

2015

Revenue$2,804,873
Expenses$1,703,670
Net Income$1,101,203
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 28, 2016
Return Version
2014v6.0
Gross Receipts
$2,998,248
Mission and Program Overview

Mission

The foundation was founded to assist in the achievement and the maintenance of a superior program of public education and community participation with the south orange county community college district by receiving contributions to education and community programs for the district and by developing, conducting, and financing programs and projects designed to benefit the students enrolled in the district.

The Foundation was founded to assist in the achievement and the maintenance of a superior program of public education and community participation with the South Orange County Community College District by receiving contributions to educational(continuation on Schedule O)and community programs for the District and by developing, conducting, and financing programs and projects designed to benefit the students enrolled in the District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$6,757,821$6,792,741▲ $34,920
Accounts Receivable$279,132$1,017,452▲ $738,320
Cash and Non-Interest-Bearing Accounts$365,682$164,011▼ $201,671
Pledges and Grants Receivable$39,862$39,862→ $0
Prepaid Expenses and Deferred Charges$4,126$2,996▼ $1,130
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$8,410,041$8,943,946▲ $533,905
Other Assets Total$963,418$926,884▼ $36,534
Liabilities
Accounts Payable and Accrued Expenses$610,167$504,685▼ $105,482
Other Liabilities$4,878$1,350▼ $3,528
Total Liabilities$615,045$506,035▼ $109,010
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,603,561$5,991,748▲ $388,187
Permanently Rstr Net Assets$1,864,668$2,182,438▲ $317,770
Unrestricted Net Assets$326,767$263,725▼ $63,042
Total Net Assets Fund Balance$7,794,996$8,437,911▲ $642,915
Total Liabilities and Net Assets / Fund Balance$8,410,041$8,943,946▲ $533,905

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$926,884--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,121,870$498,404▲ $41,814$23,717$2,621,421
2013$1,977,381$57,750▲ $170,148$29,286$2,121,870
2012$1,782,856$37,662▲ $198,863-$1,977,381
2011$1,622,741$253,918▲ $21,924$71,879$1,782,856
2010$1,193,649$252,942▲ $176,150-$1,622,741
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
Nancy PadbergDirector$32,405$32,405
Sarvy PahlavanDirector$2,079$2,079

Board Members and Trustees

NameTitle
Donna Varnerpast president
Jim LeachPresident
Diane HarkeyDirector
Dr Sonia Lopez AmakDirector
Gary Capata CPADirector
Jeanne Harris-CaldwellDirector
John QuinlanDirector
John WilliamsDirector
Jon NoellDirector
Joyce Van SchaackDirector
M Mahboob AkhterDirector
Morgan BarrowsDirector
Penny SpellensDirector
Donald Rickner PhDExecutive Director
Michael Hamilton1st Vice Pres.
Anthony Ferry2nd Vice Pres.
Dr Tod BurnettCollege Pres.
John HeffernanSecretary
Michelle R Brough EsqTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,856,849
Program Service Revenue
$0
Investment Income
$620,788
Other Revenue
$327,236
All Other Contributions
$1,659,490
Change in Net Assets
$1,101,203

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,804,873
Revenue Not Reported on Form 990
$142,646
Total Revenue per Audited Statements
$2,947,519
Total Revenue per Form 990
$2,804,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$846,599
Grants and Similar Amounts Paid$529,767
Salaries, Compensation, and Employee Benefits$327,304
Total Fundraising Expense$103,643
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$507,732--$507,732
Other Salaries and Wages$137,327$86,334$103,643$327,304
Office Expenses$291,471$1,612-$293,083
Fees for Services Other$277,075--$277,075
Conferences and Meetings$48,664--$48,664
Grants to Domestic Orgs$22,035--$22,035
Other Expenses$5,028$229-$5,028
Total Functional Expenses$1,511,852$88,175$103,643$1,703,670

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,304,604
Expenses per Audited Statements$1,703,670
Total Expenses per Form 990$1,703,670
Expenses Not Reported on Form 990$600,934
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Orange County CCDMission Viejo, CA-Support Educational Programs$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$193,375
Fundraising Gross Income$188,779
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ksbr$157,641$96,016$90,775$5,241
Gala$117,904$48,813$45,774$3,039
Total Events$301,938$159,579$157,240$2,339
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Trust Account Liability$1,350
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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

“A draft copy of the Form 990 is first reviewed by the District Financial Analyst and then the Foundation Accountant and Foundation Director. Any changes are proposed to the District Financial Analyst who coordinates the changes with the outside CPA firm. A final draft copy is reviewed and approved first by the finance committee and then by the board of governors for the Foundation.”

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

“All board members are required to complete and sign a disclosure of potential conflicts. Issues of potential conflicts are discussed with the Board as new situations arise.”

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

“The organization makes its governing documents and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Saddleback College Foundation
EIN
33-0390547
Phone
9495824479
Address
28000 MARGUERITE PARKWAY, MISSION VIEJO, CA 92692

Signing Officer

Name
Donald Rickner
Title
Executive Director
Signed
2016-01-28
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
17
Employees
0
Volunteers
250

Preparer

Firm
Christy White Associates
Address
348 Olive Street, San Diego, CA 92103
Preparer
Christy White CPA
Phone
6192708222
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 - Organization Mission Statement Continuation

“and community programs for the District and by developing, conducting, and financing programs and projects designed to benefit the students enrolled in the District.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Foundation holds both individual funds as well as an endowment account administered by Foundation for California Community College Districts with the primary purpose of providing scholarships and other financial support to students enrolled in the Saddleback Community College operated by the South Orange County Community College District.”

Part X : FIN48 Footnote

“It is management's belief that the Foundation does not hold any uncertain tax positions that would materially impact the financial statements.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special fundraising event expenses $193375”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special fundraising event expenses $193375”

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IRS990/Form990PartVIISectionAGrp/PersonNm4John Heffernan
IRS990/Form990PartVIISectionAGrp/PersonNm5Donna Varner
IRS990/Form990PartVIISectionAGrp/PersonNm6Dr Tod Burnett
IRS990/Form990PartVIISectionAGrp/PersonNm7Morgan Barrows
IRS990/Form990PartVIISectionAGrp/PersonNm8Anthony Ferry
IRS990/Form990PartVIISectionAGrp/PersonNm9Sarvy Pahlavan
IRS990/Form990PartVIISectionAGrp/PersonNm10Jon Noell
IRS990/Form990PartVIISectionAGrp/PersonNm11Penny Spellens
IRS990/Form990PartVIISectionAGrp/PersonNm12Joyce Van Schaack
IRS990/Form990PartVIISectionAGrp/PersonNm13Diane Harkey
IRS990/Form990PartVIISectionAGrp/PersonNm14John Williams
IRS990/Form990PartVIISectionAGrp/PersonNm15John Quinlan
IRS990/Form990PartVIISectionAGrp/PersonNm16Dr Sonia Lopez Amak
IRS990/Form990PartVIISectionAGrp/PersonNm17Nancy Padberg
IRS990/Form990PartVIISectionAGrp/PersonNm18Jeanne Harris-Caldwell
IRS990/Form990PartVIISectionAGrp/PersonNm19M Mahboob Akhter
IRS990/Form990PartVIISectionAGrp/PersonNm20Donald Rickner PhD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21st Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5past president
IRS990/Form990PartVIISectionAGrp/TitleTxt6COLLEGE PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt82nd Vice Pres.
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Director
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt0193375
IRS990/FundraisingGrossIncomeAmt0188779
IRS990/GainOrLossGrp/SecuritiesAmt0409949
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IRS990/GrantsToOrganizationsInd0true
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IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210839
IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt06792741
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IRS990/InvestTaxExemptBondsInd0false
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To enhance the quality of higher education by gaining financial support for academic, athletic, and cultural programs of Saddleback College.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt08437911
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0409949
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-14196
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4596
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1190831
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0137327
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IRS990/PYOtherRevenueAmt0376127
IRS990/PYRevenuesLessExpensesAmt0587142
IRS990/PYSalariesCompEmpBnftPaidAmt0316084
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IRS990/PYTotalRevenueAmt02710576

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,943,946
Liabilities
$506,035
Net assets
$8,437,911
Revenue
$2,804,873
Expenses
$1,703,670
Net income
$1,101,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.8$0.12$13.7$1.78$1.30$0.48
2023Detailed filing. Detailed filing data is available for this year.$12.8$0.13$12.7$1.36$1.02$0.34
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.10$11.6$2.05$1.45$0.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.07$12.8$1.60$1.17$0.43
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.17$10.6$1.66$1.68$0.02
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.10$10.7$1.72$1.50$0.22
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.22$10.6$2.94$1.80$1.14
2017Detailed filing. Detailed filing data is available for this year.$10.1$0.36$9.73$1.97$1.93$0.04
2016Detailed filing. Detailed filing data is available for this year.$9.72$0.71$9.01$2.54$1.67$0.87
2015Detailed filing. Detailed filing data is available for this year.$8.94$0.51$8.44$2.80$1.70$1.10
2014Detailed filing. Detailed filing data is available for this year.$8.41$0.62$7.79$2.71$2.12$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$0.44$5.91$0.99
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.33$3.30$0.85