Civic Intelligence

Saratoga-Monte Sereno Community Foundation

EIN 61-1470862 • 501(c)3 • Saratoga, CA

Profile

SMSCF is an umbrella organization created to improve the quality of life in the Saratoga Monte Sereno area. The communities work together to strengthen local facilities, services events including School services, library services, parks, public spaces and senior services.

14435c BIG BASIN WAY Room 132Saratoga, CA 95070

www.smscr.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

73%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$137,665

Down $1,321 (-1.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$137,665

Down $1,321 (-1.0%) from 2019

Operations
Liabilities / Revenue62nd percentileNet Margin27th percentile

Revenue

Up

$9,552

Up $4,040 (+73%) from 2019

Expenses

Up

$10,873

Up $6,213 (+133%) from 2019

Net Income

Down

-$1,321

Down $2,173 (-255%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $771,898Liabilities 2011: $0Net Assets 2011: $771,8982011Assets 2012: $588,617Liabilities 2012: $0Net Assets 2012: $588,6172012Assets 2013: $625,770Liabilities 2013: $0Net Assets 2013: $625,7702013Assets 2014: $513,210Liabilities 2014: $0Net Assets 2014: $513,2102014Assets 2015: $1,135,133Liabilities 2015: $0Net Assets 2015: $1,135,1332015Assets 2016: $1,680,555Liabilities 2016: $0Net Assets 2016: $1,680,5552016Assets 2017: $1,629,712Liabilities 2017: $0Net Assets 2017: $1,629,7122017Assets 2018: $138,134Liabilities 2018: $0Net Assets 2018: $138,1342018Assets 2019: $138,986Liabilities 2019: $0Net Assets 2019: $138,9862019Assets 2020: $137,665Liabilities 2020: $0Net Assets 2020: $137,6652020

Highlighted filing

2020

Assets$137,665
Liabilities$0
Net Assets$137,665
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $596,250Expenses 2011: $163,332Net Income 2011: $432,9182011Revenue 2012: $29,805Expenses 2012: $231,264Net Income 2012: -$201,4592012Revenue 2013: $246,833Expenses 2013: $212,935Net Income 2013: $33,8982013Revenue 2014: $32,969Expenses 2014: $126,095Net Income 2014: -$93,1262014Revenue 2015: $910,065Expenses 2015: $217,304Net Income 2015: $692,7612015Revenue 2016: $674,802Expenses 2016: $172,985Net Income 2016: $501,8172016Revenue 2017: $135,650Expenses 2017: $269,577Net Income 2017: -$133,9272017Revenue 2018: $12,088Expenses 2018: $1,498,229Net Income 2018: -$1,486,1412018Revenue 2019: $5,512Expenses 2019: $4,660Net Income 2019: $8522019Revenue 2020: $9,552Expenses 2020: $10,873Net Income 2020: -$1,3212020

Highlighted filing

2020

Revenue$9,552
Expenses$10,873
Net Income-$1,321
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$137,665
Liabilities
$0
Net assets
$137,665
Revenue
$9,552
Expenses
$10,873
Net income
-$1,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$1.50$1.49
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.27$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.67$0.17$0.50
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.91$0.22$0.69
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.03$0.13$0.09
2013Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.25$0.21$0.03
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.03$0.23$0.20
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$0.60$0.16$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Gross Receipts
$9,552
Mission and Program Overview

Mission

SMSCF is an umbrella organization created to improve the quality of life in the Saratoga Monte Sereno area. The communities work together to strengthen local facilities, services events including School services, library services, parks, public spaces and senior services.

To improve the life quality in Saratoga Monte Sereno area

Program Services

DescriptionGrantsExpenses
Work closely with communities to strengthen local facilities, services and events including schools, libraries, parks, public spaces and seniors.$6,500$3,793
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRIE CREAMERPresidentPT$0--
ELIZABETH GUYSecretaryPT$0--
CORINNE VITATreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Saratoga-monte Sereno Community Foundation
EIN
61-1470862
Phone
4086476802
Address
14435c BIG BASIN WAY Room 132, SARATOGA, CA 95070

Signing Officer

Name
Terrie Creamer
Title
President
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Kelly Kai-ling Hwang CPA
Address
18427 CLIFTON WAY, CASTRO VALLEY, CA 94546
Preparer
Kai-ling Hwang
Phone
5109083357
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Office Expense 408”

Form 990-EZ, Part I, Line 16, Other Expenses

“Tax 30”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 1,599”

Raw XML Appendix137 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits