Civic Intelligence

Finch Family Foundation

990PF • Fiscal year 2019 • EIN 47-1609215

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 05, 2020

900 Orange RoadOjai, CA 93023

(805) 640-7824

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

77th percentile

22%

Faster asset growth than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$470,863

Up $85,681 (+22%) from 2018

Net Assets

Up

$468,392

Up $83,210 (+22%) from 2018

Liabilities

Up

$2,471

Up $2,471 from 2018

Revenue

Up

$141,842

Up $81,010 (+133%) from 2018

Expenses

Up

$69,695

Up $20,333 (+41%) from 2018

Net Income

Up

$72,147

Up $60,677 (+529%) from 2018

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2014: $191,736Liabilities 2014: $02014Assets 2015: $213,822Liabilities 2015: $0Net Assets 2015: $213,8222015Assets 2016: $261,792Liabilities 2016: $0Net Assets 2016: $261,7922016Assets 2017: $383,796Liabilities 2017: $0Net Assets 2017: $383,7962017Assets 2018: $385,182Liabilities 2018: $0Net Assets 2018: $385,1822018Assets 2019: $470,863Liabilities 2019: $2,471Net Assets 2019: $468,3922019Assets 2020: $743,792Liabilities 2020: $62,239Net Assets 2020: $681,5532020Assets 2021: $10,812,794Liabilities 2021: $77,153Net Assets 2021: $10,735,6412021Assets 2022: $9,784,574Liabilities 2022: $9,804Net Assets 2022: $9,774,7702022Assets 2023: $10,680,743Liabilities 2023: $27,134Net Assets 2023: $10,653,6092023Assets 2024: $11,919,328Liabilities 2024: $81,991Net Assets 2024: $11,837,3372024

Highlighted filing

2019

Assets$470,863
Liabilities$2,471
Net Assets$468,392

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2014: $191,736Expenses 2014: $0Net Income 2014: $191,7362014Revenue 2015: $3,279Expenses 2015: $3,903Net Income 2015: -$6242015Revenue 2016: $30,876Expenses 2016: $10,011Net Income 2016: $20,8652016Revenue 2017: $54,530Expenses 2017: $14,867Net Income 2017: $39,6632017Revenue 2018: $60,832Expenses 2018: $49,362Net Income 2018: $11,4702018Revenue 2019: $141,842Expenses 2019: $69,695Net Income 2019: $72,1472019Revenue 2020: $271,642Expenses 2020: $102,439Net Income 2020: $169,2032020Revenue 2021: $9,743,392Expenses 2021: $172,324Net Income 2021: $9,571,0682021Revenue 2022: $305,172Expenses 2022: $527,134Net Income 2022: -$221,9622022Revenue 2023: $289,997Expenses 2023: $536,077Net Income 2023: -$246,0802023Revenue 2024: $165,622Expenses 2024: $636,260Net Income 2024: -$470,6382024

Highlighted filing

2019

Revenue$141,842
Expenses$69,695
Net Income$72,147
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 5, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P FINCHPresident-$0--
KRISTEN A FINCHSecretary-$0--
PATRICIA H FARBERTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Further the charitable purposes of the Charity selectedACTIVEDavis, CA, US$30,000
Paid Grant-Further the charitable purposes of the Charity selected-Ventura, CA, US$21,000
Paid Grant-Further the charitable purposes of the Charity selected-Ventura, CA, US$10,000
Paid Grant-Further the charitable purposes of the Charity selected-Santa Paula, CA, US$3,000
Paid Grant-Further the charitable purposes of the Charity selectedACTIVESalinas, CA, US$2,500
Paid Grant-Further the charitable purposes of the Charity selected-Boulder, CO, US$750
Paid Grant-FURTHER THE CHARITABLE PURPOSES OF THE CHARITY SELECTEDPFFillmore, CA, US$500
Paid Grant-Further the charitable purposes of the Charity selectedACTIVEOjai, CA, US$250
Paid Grant-Further the charitable purposes of the Charity selectedACTIVESimi Valley, CA, US$200
Filing and Contact Details

Filer

Filer Name
Finch Family Foundation
EIN
47-1609215
Phone
8056407824
Address
900 ORANGE ROAD, OJAI, CA 93023

Signing Officer

Name
James P Finch
Title
President
Signed
2020-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Farber Hass Hurley LLP
Address
300 E Esplanade Drive Suite 1400, Oxnard, CA 93036
Preparer
Patricia H Farber
Phone
8055048410
Raw XML Appendix362 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES P FINCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt521000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FURTHER THE CHARITABLE PURPOSES OF THE CHARITY SELECTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ca Ag Leadership Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Filmore Firefighter Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Ronald Reagan Pres Foundation Insti
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UC Davis Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Ojai Independence Day Committee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Museum of Ventura County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6House Farm Workers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Treasure Our Farms
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8University of Colorado Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 479
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1711 Sespe Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240 Presidential Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3One Shields Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 1176
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 East Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71672 Donlon Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8University of Colorado at Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salinas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fillmore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Simi Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Ojai
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Ventura
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Santa Paula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Ventura
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693061
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd793003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd880309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021218
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060103
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt068200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046982
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013121
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0James P Finch
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0900 ORANGE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Ojai
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd093023
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0266046
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1unrealized appreciation on securities
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1277176
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CA Form 100 filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Option liability
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02471
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt128
TaxesSchedule/TaxesDetail/CategoryTxt0CA TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt128
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P FINCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINCH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FINC
ReturnHeader/Filer/EIN0471609215
ReturnHeader/Filer/PhoneNum08056407824
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 ORANGE ROAD
ReturnHeader/Filer/USAddress/CityNm0OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204207759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Farber Hass Hurley LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 E Esplanade Drive Suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oxnard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093036
ReturnHeader/PreparerPersonGrp/PhoneNum08055048410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia H Farber
ReturnHeader/ReturnTs02020-08-05T08:50:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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