Civic Intelligence

Moraga Community Foundation

990EZ • Fiscal year 2018 • EIN 47-4521886

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

1480 Moraga RoadMoraga, CA 94556

(925) 889-0945

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

33%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$126,275

Up $31,482 (+33%) from 2017

Net Assets

Up

$126,275

Up $31,482 (+33%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$124,664

Up $22,177 (+22%) from 2017

Expenses

Up

$93,182

Up $78,493 (+534%) from 2017

Net Income

Down

$31,482

Down $56,316 (-64%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$126,275
Liabilities$0
Net Assets$126,275

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$124,664
Expenses$93,182
Net Income$31,482
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.2
Gross Receipts
$124,664
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
ORGANIZED SUCCESSFUL DONATION CAMPAIGN TO PROVIDE FUNDING TO MORAGA POLICE DEPARTMENT TO INSTALL HIGH DEFINITION VIDEO CAMERAS AT FIVE STRATEGIC HIGH-TRAFFIC LOCATIONS IN MORAGA, CALIFORNIA. THE CAMERAS ARE DESIGNED TO RECOGNIZE AND RECORD LICENSE PLATE NUMBERS, AND ARE HIGHLY EFFECTIVE IN HELPING POLICE SOLVE CRIMES AND DETER FUTURE CRIMES.-$60,667
PHILANTHROPIC WORK FOR THE CONTINUED DEVELOPEMENT OF THE MORAGA COMMUNITY.$21,741$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM SHEPHARDBoard MemberPT$0--
F ROBERT FRITZKYTreasurerPT$0--
BOB MOOREBoard MemberPT$0--
SUE OLSENVice PresidentPT$0--
ANDY SCHECKSecretaryPT$0--
TOM SCHNURRPresidentPT$0--
EDY SCHWARTZBoard MemberPT$0--
WENDY SCHECKBoard MemberPT$0--
MARK ZINMANBoard MemberPT$0--
SAL CAPTAINBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Moraga Community Foundation
EIN
47-4521886
Phone
9258890945
Address
1480 MORAGA ROAD, MORAGA, CA 94556

Signing Officer

Name
Robert Fritzky
Title
Treasurer
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
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 $5,000.2

Class of Activity: HIGH-SPEED TRAFFIC CAMERA | Donee's Name: TOWN OF MORAGA - POLICE DEPARTMENT | Donee's Address: 329 RHEEM BLVD MORAGA CA 94556 | Relationship of Donee: NONE | Cash Amount Given: $60667

Other Expenses.1003

Information Technology $6004

Other Expenses.1012

Insurance $1475

Other Expenses.1

Repairs and maintenance $10829

Other Expenses.2

COMMUNITY OUTREACH $912

Other Expenses.3

BANK CHARGES $660

Other Expenses.4

TAXES AND FEES $60

Other Assets.1

RENT DEPOSIT - Beginning $0 RENT DEPOSIT - Ending $15000

Raw XML Appendix172 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORAGA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM SHEPHARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1F ROBERT FRITZKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOB MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUE OLSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDY SCHECK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK ZINMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SAL CAPTAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015000
IRS990EZ/OtherExpensesTotalAmt019940
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt160667
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MORAGACOMMUNITYFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0124664
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0237490
IRS990ScheduleA/TotalSupportAmt0237490
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: HIGH-SPEED TRAFFIC CAMERA | Donee's Name: TOWN OF MORAGA - POLICE DEPARTMENT | Donee's Address: 329 RHEEM BLVD MORAGA CA 94556 | Relationship of Donee: NONE | Cash Amount Given: $60667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $6004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REPAIRS AND MAINTENANCE $10829
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMUNITY OUTREACH $912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAXES AND FEES $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RENT DEPOSIT - Beginning $0 RENT DEPOSIT - Ending $15000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT FRITZKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORAGA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORA
ReturnHeader/Filer/EIN0474521886
ReturnHeader/Filer/PhoneNum09258890945
ReturnHeader/Filer/USAddress/AddressLine1Txt01480 MORAGA ROAD
ReturnHeader/Filer/USAddress/CityNm0MORAGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094556
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943319946
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barry E Goldstein CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0938 DEWING AVENUE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094549
ReturnHeader/PreparerPersonGrp/PhoneNum09252831040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY E GOLDSTEIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T15:17:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings