Civic Intelligence

The Unforgettables Foundation

990 • Fiscal year 2018 • EIN 33-0885478

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 07, 2019

345 Pearl AveRedlands, CA 92374

(909) 335-1600

Siviq Scores

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

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.04x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

62nd percentile

8.9%

Higher net margin than 62% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$68,245

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-0.5%

Faster revenue growth than 39% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$661,582

Up $34,046 (+5.4%) from 2017

Net Assets

Up

$648,493

Up $32,333 (+5.2%) from 2017

Liabilities

Up

$13,089

Up $1,713 (+15%) from 2017

Revenue

Down

$364,316

Down $1,777 (-0.5%) from 2017

Expenses

Up

$331,982

Up $53,687 (+19%) from 2017

Net Income

Down

$32,334

Down $55,464 (-63%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $187,307Liabilities 2010: $4,025Net Assets 2010: $183,2822010Assets 2012: $280,381Liabilities 2012: $1,431Net Assets 2012: $278,9502012Assets 2013: $308,465Liabilities 2013: $5,599Net Assets 2013: $302,8662013Assets 2014: $298,399Liabilities 2014: $0Net Assets 2014: $298,3992014Assets 2015: $388,692Liabilities 2015: $5,323Net Assets 2015: $383,3692015Assets 2017: $627,536Liabilities 2017: $11,376Net Assets 2017: $616,1602017Assets 2018: $661,582Liabilities 2018: $13,089Net Assets 2018: $648,4932018Assets 2019: $765,926Liabilities 2019: $40,294Net Assets 2019: $725,6322019Assets 2020: $834,105Liabilities 2020: $43,054Net Assets 2020: $791,0512020Assets 2021: $891,672Liabilities 2021: $35,990Net Assets 2021: $855,6822021Assets 2022: $878,480Liabilities 2022: $27,110Net Assets 2022: $851,3702022Assets 2023: $975,300Liabilities 2023: $30,458Net Assets 2023: $944,8422023Assets 2024: $1,022,417Liabilities 2024: $22,628Net Assets 2024: $999,7892024

Highlighted filing

2018

Assets$661,582
Liabilities$13,089
Net Assets$648,493

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $213,1762010Expenses 2012: $183,2722012Revenue 2013: $283,404Expenses 2013: $259,488Net Income 2013: $23,9162013Revenue 2014: $269,948Expenses 2014: $274,415Net Income 2014: -$4,4672014Revenue 2015: $358,398Expenses 2015: $273,428Net Income 2015: $84,9702015Revenue 2017: $366,093Expenses 2017: $278,295Net Income 2017: $87,7982017Revenue 2018: $364,316Expenses 2018: $331,982Net Income 2018: $32,3342018Revenue 2019: $440,847Expenses 2019: $363,709Net Income 2019: $77,1382019Revenue 2020: $403,319Expenses 2020: $337,900Net Income 2020: $65,4192020Revenue 2021: $386,483Expenses 2021: $330,081Net Income 2021: $56,4022021Revenue 2022: $389,465Expenses 2022: $363,680Net Income 2022: $25,7852022Revenue 2023: $460,925Expenses 2023: $385,069Net Income 2023: $75,8562023Revenue 2024: $452,164Expenses 2024: $397,642Net Income 2024: $54,5222024

Highlighted filing

2018

Revenue$364,316
Expenses$331,982
Net Income$32,334
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 7, 2019
Return Version
2018v3.1
Gross Receipts
$427,147
Mission and Program Overview

Mission

The unforgettables foundation is a unique cause designed to fill a gap in the social support network for at risk and financially challenged families struggling to fund a funeral for their child.

The unforgettables foundation is a unique cause designed to fill a gap in the social support network for at risk and financially challenged families struggling to fund a funeral for their child

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$451,788$540,407▲ $88,619
Pledges and Grants Receivable$106,200$60,000▼ $46,200
Accounts Receivable$6,203$7,100▲ $897
Receivables From Officers Etc$4,000$0▼ $4,000
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$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$627,536$661,582▲ $34,046
Other Assets Total$59,345$54,075▼ $5,270
Liabilities
Other Liabilities$1,500$12,568▲ $11,068
Accounts Payable and Accrued Expenses$9,876$521▼ $9,355
Total Liabilities$11,376$13,089▲ $1,713
Net Assets / Fund Balance
Unrestricted Net Assets$616,160$648,493▲ $32,333
Total Net Assets Fund Balance$616,160$648,493▲ $32,333
Total Liabilities and Net Assets / Fund Balance$627,536$661,582▲ $34,046

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$66,500$32,107
Equipment-$2,286$2,286
Other Assets Org$575--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tim EvansExecutive DirectorFT$68,245$68,245

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$305,904
Program Service Revenue
$0
Investment Income
$2,181
Other Revenue
$56,231
All Other Contributions
$305,904
Change in Net Assets
$32,334
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,995
Salaries, Compensation, and Employee Benefits$118,820
Grants and Similar Amounts Paid$61,167
Total Fundraising Expense$9,618
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$68,245--$68,245
Grants to Domestic Individuals$61,167--$61,167
Other Salaries and Wages$20,132$4,769$1,589$26,490
Occupancy$16,168$3,830$1,276$21,274
Fees for Services Accounting$10,473$2,480$827$13,780
Office Expenses$9,678$2,292$764$12,734
Advertising$7,759$1,838$612$10,209
Conferences and Meetings$7,671$1,817$605$10,093
Payroll Taxes$7,551$1,788$596$9,935
Payments to Affiliates$6,038$1,430$477$7,945
Pension Plan Contributions$7,500--$7,500
Other Employee Benefits$5,054$1,197$399$6,650
Insurance$2,629$623$207$3,459
Other Expenses$1,295$307$102$1,704
All Other Expenses$1,269$301$100$1,670
Fees for Services Other$926$220$72$1,218
Total Functional Expenses$293,497$28,867$9,618$331,982
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$105,358
Fundraising Direct Expenses$62,831
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$105,358$105,358$62,831$42,527
Total Events$105,358$105,358$62,831$42,527
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 Officers, Directors, Trustees, and Key Employees$4,000$0▼ $4,000
Receivables from Disqualified Persons-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$7,067
Accrued Pension Contribution$5,500
Rounding$1
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
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 organization's process to review form # 990. The form is reviewed by the executive director, board chair and the treasurer

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

Enforcement of conflicts policy. Annual memos are distributed to document compliance for the year.

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

Compensation process for the top official. The executive committee reviews compensation and makes rwecommendations to the board of directors.

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

Governing documents disclosure explanation. All documents are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
The Unforgettables Foundation
EIN
33-0885478
Phone
9093351600
Address
345 PEARL AVE, REDLANDS, CA 92374

Signing Officer

Name
Tim Evans
Title
Executive Director
Signed
2019-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Evans
Formed
1999
Legal Domicile
CA
Voting Board Members
31
Independent Board Members
30
Employees
3
Volunteers
25

Preparer

Firm
L Ray Ashworth Certified Public Accountant
Address
1101 Orange ST, Redlands, CA 92374
Preparer
Ray Ashworth
Phone
9093070880
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

ROUNDING = -$1

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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/PersonNm9TIM DAVIS
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IRS990/Form990PartVIISectionAGrp/PersonNm16DEVONNE ROWLEN
IRS990/Form990PartVIISectionAGrp/PersonNm17KANANI HOOPAI
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IRS990/Form990PartVIISectionAGrp/PersonNm19TODD UNDERWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm20BEN BENOIT
IRS990/Form990PartVIISectionAGrp/PersonNm21KEVIN TETLEY
IRS990/Form990PartVIISectionAGrp/PersonNm22CHERIE RUSSELL CRUTCHER
IRS990/Form990PartVIISectionAGrp/PersonNm23MARYELLEN SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm24THOMAS SLAUGHTER
IRS990/Form990PartVIISectionAGrp/PersonNm25LEANNE CHAVEZ
IRS990/Form990PartVIISectionAGrp/PersonNm26ROB SANDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm27DONNA SANDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm28SARAI GARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm29TYLER SHERWIN
IRS990/Form990PartVIISectionAGrp/PersonNm30JASON TAYLOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt25Director
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29Director
IRS990/Form990PartVIISectionAGrp/TitleTxt30Director
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IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingGrossIncomeAmt0105358
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossRentsGrp/RealAmt06600
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IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.02$1.00$0.45$0.40$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.03$0.94$0.46$0.39$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.03$0.85$0.39$0.36$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.04$0.86$0.39$0.33$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.04$0.79$0.40$0.34$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.04$0.73$0.44$0.36$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.65$0.36$0.33$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.01$0.62$0.37$0.28$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.01$0.38$0.36$0.27$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.27$0.27$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.28$0.26$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.18$0.21