Finch Family Foundation

990PF • Fiscal year 2020 • EIN 47-1609215

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile

900 Orange RoadOjai, CA 93023

(805) 640-7824

Siviq Scores

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

0.08x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

0.23x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

62%

Higher net margin than 92% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

58%

Faster asset growth than 89% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

92%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets66th percentile

Assets

$743,792

Up $272,929 (+58%) from 2019

Net Assets

$681,553

Up $213,161 (+46%) from 2019

Liabilities

$62,239

Up $59,768 (+2419%) from 2019

Revenue And Expenses

Liabilities / Revenue76th percentile Net Margin92nd percentile

Revenue

$271,642

Up $129,800 (+92%) from 2019

Expenses

$102,439

Up $32,744 (+47%) from 2019

Net Income

$169,203

Up $97,056 (+135%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2020

Assets$743,792

Liabilities$62,239

Net Assets$681,553

Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2020

Revenue$271,642

Expenses$102,439

Net Income$169,203

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Nov 10, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES P FINCH	President	-	$0	-	-
KRISTEN A FINCH	Secretary	-	$0	-	-
PATRICIA H FARBER	Treasurer	-	$0	-	-

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: 2021-11-10
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 Appendix329 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	3 Call Cost Jan 00330
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JAMES P FINCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	KRISTEN A FINCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	PATRICIA H FARBER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	PO BOX 5266
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	James P Finch
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8055048410
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Support the school operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	Further the charitable purposes of the Charity selected
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	UC Davis Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Museum of Ventura County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	Santa Paula Rotary Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	Monica Ros School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	Ventura County Fairgrounds Foundati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	100 East Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	824 E Santa Maria Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	783 McNell Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	10 West Harbor Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Ventura
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Santa Paula
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Ojai
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Ventura
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	95616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	93001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	93060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	93023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	93001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	98700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	46982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	13121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	158803
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	98700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	46982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	13121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	98700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	98700
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	158803
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	60103
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	James P Finch
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	900 ORANGE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Ojai
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	93023
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	316506
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	316506
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	Primexx Energy Opportunity Fund II LP-1.166667% interest
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2020-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	277176
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	unrealized appreciation on securities
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	321067
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	82
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	1023
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Training
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	82
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1023
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	-120724
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Primexx Energy Fund II LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	-120724
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-120724
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	2471
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Option liability
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	62239
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	1169
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/Amt	1	1169
TaxesSchedule/TaxesDetail/CategoryTxt	0	CA TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	1169
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES P FINCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	FINCH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	FINC
ReturnHeader/Filer/EIN	0	471609215
ReturnHeader/Filer/PhoneNum	0	8056407824
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	900 ORANGE ROAD
ReturnHeader/Filer/USAddress/CityNm	0	OJAI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	93023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	204207759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Farber Hass Hurley LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	300 E Esplanade Drive Suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Oxnard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	93036
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8055048410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Patricia H Farber
ReturnHeader/ReturnTs	0	2021-11-10T16:46:41-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JAMES P
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	FINCH
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $743,792
Liabilities: $62,239
Net assets: $681,553
Revenue: $271,642
Expenses: $102,439
Net income: $169,203

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$11.9	$0.08	$11.8	$0.17	$0.64	$0.47
2023Detailed filing. Detailed filing data is available for this year.	$10.7	$0.03	$10.7	$0.29	$0.54	$0.25
2022Detailed filing. Detailed filing data is available for this year.	$9.78	$0.01	$9.77	$0.31	$0.53	$0.22
2021Detailed filing. Detailed filing data is available for this year.	$10.8	$0.08	$10.7	$9.74	$0.17	$9.57
2020Detailed filing. Detailed filing data is available for this year.	$0.74	$0.06	$0.68	$0.27	$0.10	$0.17
2019Detailed filing. Detailed filing data is available for this year.	$0.47	$0.00	$0.47	$0.14	$0.07	$0.07
2018Detailed filing. Detailed filing data is available for this year.	$0.39	$0.00	$0.39	$0.06	$0.05	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$0.38	$0.00	$0.38	$0.05	$0.01	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$0.26	$0.00	$0.26	$0.03	$0.01	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$0.00	$0.00	$0.00
2014Summary only. Only limited summary data is available for this year.	$0.19	$0.00		$0.19	$0.00	$0.19