Civic Intelligence

Moraga Community Foundation

EIN 47-4521886 • 501(c)3 • Moraga, CA

Profile

The moraga community foundation is a philanthropic organization that works with the community to build a vibrant future for moraga.

1480 Moraga Road Ste C 191Moraga, CA 94556

www.moragacommunityfoundation.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 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

96th percentile

215%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

304%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$70,904

Down $10,802 (-13%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$70,904

Down $10,802 (-13%) from 2024

Revenue

Up

$62,221

Up $13,292 (+27%) from 2024

Expenses

Down

$73,023

Down $9,800 (-12%) from 2024

Net Income

Up

-$10,802

Up $23,092 (+68%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $6,995Liabilities 2016: $0Net Assets 2016: $6,9952016Assets 2017: $94,793Liabilities 2017: $0Net Assets 2017: $94,7932017Assets 2018: $126,275Liabilities 2018: $0Net Assets 2018: $126,2752018Assets 2019: $15,208Liabilities 2019: $0Net Assets 2019: $15,2082019Assets 2020: $19,345Liabilities 2020: $0Net Assets 2020: $19,3452020Assets 2021: $64,850Liabilities 2021: $0Net Assets 2021: $64,8502021Assets 2022: $204,295Liabilities 2022: $0Net Assets 2022: $204,2952022Assets 2023: $115,600Liabilities 2023: $0Net Assets 2023: $115,6002023Assets 2024: $81,706Liabilities 2024: $0Net Assets 2024: $81,7062024Assets 2025: $70,904Net Assets 2025: $70,9042025

Highlighted filing

2025

Assets$70,904
Liabilities-
Net Assets$70,904

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $10,339Expenses 2016: $3,344Net Income 2016: $6,9952016Revenue 2017: $102,487Expenses 2017: $14,689Net Income 2017: $87,7982017Revenue 2018: $124,664Expenses 2018: $93,182Net Income 2018: $31,4822018Revenue 2019: $109,226Expenses 2019: $220,293Net Income 2019: -$111,0672019Revenue 2020: $42,542Expenses 2020: $38,405Net Income 2020: $4,1372020Revenue 2021: $73,596Expenses 2021: $28,091Net Income 2021: $45,5052021Revenue 2022: $297,177Expenses 2022: $157,732Net Income 2022: $139,4452022Revenue 2023: $163,243Expenses 2023: $251,938Net Income 2023: -$88,6952023Revenue 2024: $48,929Expenses 2024: $82,823Net Income 2024: -$33,8942024Revenue 2025: $62,221Expenses 2025: $73,023Net Income 2025: -$10,8022025

Highlighted filing

2025

Revenue$62,221
Expenses$73,023
Net Income-$10,802

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 24, 2026
Return Version
2024v5.2
Gross Receipts
$62,221
Mission and Program Overview

Mission

The moraga community foundation is a philanthropic organization that works with the community to build a vibrant future for moraga.

Program Services

DescriptionGrantsExpenses
PHILANTHROPIC WORK FOR THE CONTINUED DEVELOPEMENT OF THE MORAGA COMMUNITY.$62,400$6,552
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA BROWNVP (Left 12/24)-$0--
DAVID TROTTERVP (Since 1/25)PT$0--
JOEL MORGANDirector-$0--
BOB MOOREDirector-$0--
WILLIAM SCHNURRTreasurer-$0--
ROHIT SABNISPresident-$0--
CRISTINA POLKDirector-$0--
ROB PIERSONSec (From 1/25)-$0--
SCOTT SMITHDirector (Left 8/24)-$0--
Governance and Compliance

Governance Explanations

Part VI

Part IV includes individuals who served as officers/directors/trustees at any time during the tax year. During the year, Lisa Brown served as a voting Vice President until December 2024, and resigned thereafter; replaced by David Trotter.During the year, Scott Smith was elected to the board in August 2024, and resigned shortly thereafter.

Filing and Contact Details

Filer

Filer Name
Moraga Community Foundation
EIN
47-4521886
Phone
9252831040
Address
1480 MORAGA ROAD STE C 191, MORAGA, CA 94556

Signing Officer

Name
David Trotter
Title
President
Signed
2026-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Office Of Barry E Goldstein CPA
Address
938 DEWING AVENUE 3, LAFAYETTE, CA 94549
Preparer
Barry E Goldstein CPA
Phone
9252831040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: CHALDA/RHEEM PROJECT | Donee's Name: TOWN OF MORAGA | Donee's Address: 329 RHEEM BLVD MORAGA CA 94556 | Relationship of Donee: NONE | Cash Amount Given: $55000

Other Expenses.1001

Advertising and Promotion $70

Other Expenses.1012

Insurance $1499

Other Expenses.1

AWARDS/GRANTS $6552

Other Expenses.2

SOFTWARE $970

Other Expenses.4

WEBSITE $290

Other Expenses.5

RFF-1 FILING FEE $25

Other Expenses.6

BANK CHARGES $17

Changes to Organizing or Governing Documents

Organization updated its internal control policies in april 2021, to ensure the financial integrity of the organization and its bank accounts and assets.

Raw XML Appendix186 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VP (LEFT 12/24)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP (SINCE 1/25)
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt09423
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: CHALDA/RHEEM PROJECT | Donee's Name: TOWN OF MORAGA | Donee's Address: 329 RHEEM BLVD MORAGA CA 94556 | Relationship of Donee: NONE | Cash Amount Given: $55000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ORGANIZATION UPDATED ITS INTERNAL CONTROL POLICIES IN APRIL 2021, TO ENSURE THE FINANCIAL INTEGRITY OF THE ORGANIZATION AND ITS BANK ACCOUNTS AND ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Part IV includes individuals who served as officers/directors/trustees at any time during the tax year. During the year, Lisa Brown served as a voting Vice President until December 2024, and resigned thereafter; replaced by David Trotter.During the year, Scott Smith was elected to the board in August 2024, and resigned shortly thereafter.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Changes to Organizing or Governing Documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART VI
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/USAddress/CityNm0MORAGA
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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