Civic Intelligence

North County Philanthropy Council

EIN 33-0827428 • 501(c)3 • Carlsbad, CA

Profile

To foster philanthropy by providing educational and networking opportunities for organizations and individuals interested in philanthropy, informing members about important trends and community issues, and honoring outstanding philanthropy members.

PO Box 1641Carlsbad, CA 92018

www.ncphilanthropy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

-7.2%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$91,853

Up $27,977 (+44%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$91,853

Up $27,977 (+44%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin68th percentile

Revenue

Up

$208,005

Up $60,598 (+41%) from 2023

Expenses

Down

$180,028

Down $9,769 (-5.1%) from 2023

Net Income

Up

$27,977

Up $70,367 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $19,398Net Assets 2013: $19,3982013Assets 2014: $33,493Liabilities 2014: $2,766Net Assets 2014: $30,7272014Assets 2015: $50,714Liabilities 2015: $2,455Net Assets 2015: $48,2592015Assets 2016: $68,812Liabilities 2016: $3,743Net Assets 2016: $65,0692016Assets 2017: $89,991Liabilities 2017: $6,027Net Assets 2017: $83,9642017Assets 2018: $101,815Liabilities 2018: $4,970Net Assets 2018: $96,8452018Assets 2019: $105,316Liabilities 2019: $4,925Net Assets 2019: $100,3912019Assets 2020: $94,593Liabilities 2020: $16,076Net Assets 2020: $78,5172020Assets 2021: $129,496Liabilities 2021: $13,522Net Assets 2021: $115,9742021Assets 2022: $106,552Liabilities 2022: $286Net Assets 2022: $106,2662022Assets 2023: $63,876Net Assets 2023: $63,8762023Assets 2024: $91,853Liabilities 2024: $0Net Assets 2024: $91,8532024

Highlighted filing

2024

Assets$91,853
Liabilities$0
Net Assets$91,853
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $64,610Expenses 2013: $63,086Net Income 2013: $1,5242013Revenue 2014: $78,690Expenses 2014: $67,361Net Income 2014: $11,3292014Revenue 2015: $93,293Expenses 2015: $75,761Net Income 2015: $17,5322015Revenue 2016: $106,347Expenses 2016: $89,537Net Income 2016: $16,8102016Revenue 2017: $129,410Expenses 2017: $110,515Net Income 2017: $18,8952017Revenue 2018: $138,595Expenses 2018: $125,714Net Income 2018: $12,8812018Revenue 2019: $157,909Expenses 2019: $154,363Net Income 2019: $3,5462019Revenue 2020: $113,900Expenses 2020: $135,774Net Income 2020: -$21,8742020Revenue 2021: $179,550Expenses 2021: $142,093Net Income 2021: $37,4572021Revenue 2022: $155,320Expenses 2022: $165,028Net Income 2022: -$9,7082022Revenue 2023: $147,407Expenses 2023: $189,797Net Income 2023: -$42,3902023Revenue 2024: $208,005Expenses 2024: $180,028Net Income 2024: $27,9772024

Highlighted filing

2024

Revenue$208,005
Expenses$180,028
Net Income$27,977
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,853
Liabilities
$0
Net assets
$91,853
Revenue
$208,005
Expenses
$180,028
Net income
$27,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$2.08$1.80$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.64$1.47$1.90$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.06$1.55$1.65$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.14$1.16$1.80$1.42$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.16$0.79$1.14$1.36$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.05$1.00$1.58$1.54$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.05$0.97$1.39$1.26$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.06$0.84$1.29$1.11$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.04$0.65$1.06$0.90$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.48$0.93$0.76$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.03$0.31$0.79$0.67$0.11
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.65$0.63$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 24, 2025
Return Version
2024v5.2
Gross Receipts
$208,005
Mission and Program Overview

Mission

To foster philanthropy by providing educational and networking opportunities for organizations and individuals interested in philanthropy, informing members about important trends and community issues, and honoring outstanding philanthropy members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$63,876$91,853▲ $27,977
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$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$63,876$91,853▲ $27,977
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$63,876$91,853▲ $27,977
Total Net Assets Fund Balance$63,876$91,853▲ $27,977
Total Liabilities and Net Assets / Fund Balance$63,876$91,853▲ $27,977
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Monica MartinezPast Managing DirectorFT$52,739$52,739
James DavisManaging DirectorFT$2,917$2,917

Board Members and Trustees

NameTitle
Jeanne SchmelzerPresident
Neville BillimoriaVice President
Adriana MendozaDirector
Azahalia ValdezDirector
Carlos MedinaDirector
Jocelyn WyndhamDirector
Lisa RitchieDirector
Maria HamptonDirector
Marianne PekelaDirector
Mike GellmanDirector
Susan AriasDirector
Suzie BechtolDirector
Tanya HackelDirector
Tiffany La MarSecretary
Shannon AyalaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$156,024
Program Service Revenue
$51,981
Investment Income
$0
Other Revenue
$0
All Other Contributions
$106,651
Change in Net Assets
$27,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,816
Salaries, Compensation, and Employee Benefits$85,212
Total Fundraising Expense$5,483
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$50,090$2,783$2,783$55,656
Other Salaries and Wages$16,229$6,955-$23,184
Fees for Services Accounting-$11,430-$11,430
All Other Expenses$2,006$2,290$2,202$6,498
Payroll Taxes$5,360$787$225$6,372
Other Expenses$3,876$569$163$4,608
Insurance-$3,158-$3,158
Occupancy$1,318$194$54$1,566
Fees for Services Other$731$107$31$869
Travel$593$87$25$705
Office Expenses-$391-$391
Advertising$348--$348
Total Functional Expenses$145,794$28,751$5,483$180,028
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
Yes
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, Section B, Line 11B

“A draft of the 990 is reviewed by the executive director and treasurer before finalizing. A copy of the final 990 is provided to the board before filing.”

Form 990, Part VI, Section B, Line 12C

“After disclosure of the financial interest and all material facts, and after any discussion with the interested person, they shall leave the meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board or committee members shall decide if a conflict of interest exists.The interested person may make a presentation at the Board or committee meeting but shall leave the meeting during the discussion of, and vote on, the transaction or arrangement involving the possible conflict of interest.The Chair of the Board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement.After exercising due diligence, the Board or committee shall determine whether NCPC can obtain a more advantageous transaction or arrangement with reasonable efforts under circumstances that would not give rise to a conflict of interest.”

Form 990, Part VI, Section B, Line 15B

“Officer and key employee compensation is determined by the Executive Committee of the Board on an Annual basis.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
North County Philanthropy Council
EIN
33-0827428
Phone
7607296711
Address
PO BOX 1641, CARLSBAD, CA 92018

Signing Officer

Name
Jeanne Schmelzer
Title
President
Signed
2025-07-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Schmelzer
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
40

Preparer

Firm
Magnus Blue LLP
Address
100 E San Marcos Blvd Ste 100, San Marcos, CA 92069
Preparer
Jessica M Dorsett
Phone
7605999900
Raw XML AppendixShowing 400 of 526 raw XML fields

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/TitleTxt0PAST MANAGING DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/MissionDesc0TO FOSTER PHILANTHROPY BY PROVIDING EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR ORGANIZATIONS AND INDIVIDUALS INTERESTED IN PHILANTHROPY, INFORMING MEMBERS ABOUT IMPORTANT TRENDS AND COMMUNITY ISSUES, AND HONORING OUTSTANDING PHILANTHROPY MEMBERS.
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IRS990/OtherExpensesGrp/Desc0volunteer awards celebration
IRS990/OtherExpensesGrp/Desc1San Diego Gives
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IRS990/ProgramServiceRevenueGrp/Desc3VOLUNTEER AWARDS LUNCHEON
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IRS990/ProgSrvcAccomActy2Grp/Desc0LUNCHEONS & OTHER NETWORKING EVENTS - PROVIDING EDUCATION AND TRAINING IN FUNDRAISING AND LEADERSHIP AND PROMOTING THE VALUES OF GIVING.
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IRS990/ProgSrvcAccomActy3Grp/Desc0San Diego Gives is a countywide initiative that strengthens local nonprofits through capacity-building and a dedicated day of giving. In 2024, the program engaged over 327 San Diego County nonprofits, raising more than $1.2 million from thousands of donors. Participating organizations benefited from tailored training in fundraising, marketing, and donor engagement, resulting in improved capacity and leadership skills. The campaign also generated significant media impressions, expanding visibility for nonprofits countywide. Through collaborative learning and shared storytelling, San Diego Gives strengthened community connections and inspired sustained philanthropic support beyond the campaign itself.
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