Civic Intelligence

Sonoma County Academic Foundation for Excellence in Medicine

990 • Fiscal year 2015 • EIN 68-0136430

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 29, 2016

Organization ProfileN/A
3569 Round Barn Circle No 200Santa Rosa, CA 95403-1757

(707) 527-6223

Siviq Scores

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

Liabilities / Assets

87th percentile

0.41x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

7.0%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$176,668

Up $18,006 (+11%) from 2014

Net Assets

Up

$104,474

Up $17,006 (+19%) from 2014

Liabilities

Up

$72,194

Up $1,000 (+1.4%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin58th percentile

Revenue

Up

$243,013

Up $39,817 (+20%) from 2014

Expenses

Up

$226,007

Up $20,510 (+10.0%) from 2014

Net Income

Up

$17,006

Up $19,307 (+839%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $232,127Liabilities 2010: $67,354Net Assets 2010: $164,7732010Assets 2011: $195,089Liabilities 2011: $60,959Net Assets 2011: $134,1302011Assets 2012: $160,687Liabilities 2012: $72,888Net Assets 2012: $87,7992012Assets 2013: $141,678Liabilities 2013: $51,909Net Assets 2013: $89,7692013Assets 2014: $158,662Liabilities 2014: $71,194Net Assets 2014: $87,4682014Assets 2015: $176,668Liabilities 2015: $72,194Net Assets 2015: $104,4742015Assets 2016: $183,153Liabilities 2016: $76,609Net Assets 2016: $106,5442016Assets 2017: $711,154Liabilities 2017: $115,217Net Assets 2017: $595,9372017Assets 2018: $684,650Liabilities 2018: $134,264Net Assets 2018: $550,3862018Assets 2019: $695,195Liabilities 2019: $125,141Net Assets 2019: $570,0542019Assets 2020: $869,862Liabilities 2020: $257,226Net Assets 2020: $612,6362020Assets 2021: $919,398Liabilities 2021: $423,203Net Assets 2021: $496,1952021Assets 2022: $1,194,256Liabilities 2022: $689,510Net Assets 2022: $504,7462022Assets 2023: $1,189,621Liabilities 2023: $567,576Net Assets 2023: $622,0452023Assets 2024: $926,825Liabilities 2024: $366,727Net Assets 2024: $560,0982024

Highlighted filing

2015

Assets$176,668
Liabilities$72,194
Net Assets$104,474
Open 2015 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KRevenue 2010: $313,783Expenses 2010: $318,461Net Income 2010: -$4,6782010Revenue 2011: $228,695Expenses 2011: $259,338Net Income 2011: -$30,6432011Expenses 2012: $258,3812012Revenue 2013: $166,867Expenses 2013: $164,897Net Income 2013: $1,9702013Revenue 2014: $203,196Expenses 2014: $205,497Net Income 2014: -$2,3012014Revenue 2015: $243,013Expenses 2015: $226,007Net Income 2015: $17,0062015Revenue 2016: $258,182Expenses 2016: $256,112Net Income 2016: $2,0702016Revenue 2017: $760,030Expenses 2017: $270,637Net Income 2017: $489,3932017Revenue 2018: $339,283Expenses 2018: $384,834Net Income 2018: -$45,5512018Revenue 2019: $380,899Expenses 2019: $361,231Net Income 2019: $19,6682019Revenue 2020: $504,671Expenses 2020: $462,089Net Income 2020: $42,5822020Revenue 2021: $456,990Expenses 2021: $573,430Net Income 2021: -$116,4402021Revenue 2022: $429,810Expenses 2022: $422,285Net Income 2022: $7,5252022Revenue 2023: $648,997Expenses 2023: $560,449Net Income 2023: $88,5482023Revenue 2024: $693,879Expenses 2024: $752,226Net Income 2024: -$58,3472024

Highlighted filing

2015

Revenue$243,013
Expenses$226,007
Net Income$17,006
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 29, 2016
Return Version
2015v2.1
Gross Receipts
$243,013
Mission and Program Overview

Mission

NONE

MEDICAL EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$108,048$122,105▲ $14,057
Pledges and Grants Receivable$34,410$38,711▲ $4,301
Cash and Non-Interest-Bearing Accounts$15,599$15,097▼ $502
Prepaid Expenses and Deferred Charges$605$755▲ $150
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$158,662$176,668▲ $18,006
Liabilities
Accounts Payable and Accrued Expenses$70,505$71,523▲ $1,018
Deferred Revenue$689$671▼ $18
Total Liabilities$71,194$72,194▲ $1,000
Net Assets / Fund Balance
Unrestricted Net Assets$49,731$58,763▲ $9,032
Temporarily Rstr Net Assets$37,737$45,711▲ $7,974
Total Net Assets Fund Balance$87,468$104,474▲ $17,006
Total Liabilities and Net Assets / Fund Balance$158,662$176,668▲ $18,006

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$9,159$9,159
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Jeff Haney MdPresident
Dan Marrin Md JdVice President
Cheryl Green MdBoard Member
Lisa Ward MdBoard Member
Tara Scott MdBoard Member
Marshall Kubota MdSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$242,956
Program Service Revenue
$0
Investment Income
$57
Other Revenue
$0
All Other Contributions
$96,713
Change in Net Assets
$17,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,217
Salaries, Compensation, and Employee Benefits$13,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$6,688$5,472-$12,160
Insurance$377$2,138-$2,515
Payroll Taxes$573$469-$1,042
Other Expenses$401$401-$802
Other Employee Benefits$323$265-$588
All Other Expenses$185--$185
Total Functional Expenses$215,767$10,240$0$226,007
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Form 990 is reviewed by the organization's executive director and board of directors prior to filing.”

Form 990, Part VI, Section C, Line 19

“Information including governing documents, policies and certain financial information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Sonoma County Academic Foundation
EIN
68-0136430
Phone
7075276223
Address
3569 ROUND BARN CIRCLE NO 200, SANTA ROSA, CA 95403-1757

Signing Officer

Name
Jeff Haney Md
Title
President
Phone
7075276223
Signed
2016-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Haney Md
Formed
1987
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
Thomas Porch & Gullickson Cpas Pc
Address
5213 EL MERCADO PKWY STE E, SANTA ROSA, CA 95403-1301
Preparer
Marla Gullickson
Phone
7075754236
Raw XML Appendix371 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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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION INCLUDING GOVERNING DOCUMENTS, POLICIES AND CERTAIN FINANCIAL INFORMATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt037737
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt045711
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0158662
IRS990/TotalAssetsEOYAmt0176668
IRS990/TotalAssetsGrp/BOYAmt0158662
IRS990/TotalAssetsGrp/EOYAmt0176668
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0242956
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010240
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0215767
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226007
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt071194
IRS990/TotalLiabilitiesEOYAmt072194
IRS990/TotalLiabilitiesGrp/BOYAmt071194
IRS990/TotalLiabilitiesGrp/EOYAmt072194
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt087468
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0104474
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0215767
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt057
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0243013
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0158662
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0176668
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt049731
IRS990/UnrestrictedNetAssetsGrp/EOYAmt058763
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03569 ROUND BARN CIRCLE SUITE 200
IRS990/USAddress/CityNm0SANTA ROSA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0954031757
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HANEY MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07075276223
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SONOMA COUNTY ACADEMIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR EXCELLENCE IN MEDICINE
ReturnHeader/Filer/BusinessNameControlTxt0SONO
ReturnHeader/Filer/EIN0680136430
ReturnHeader/Filer/PhoneNum07075276223
ReturnHeader/Filer/USAddress/AddressLine1Txt03569 ROUND BARN CIRCLE NO 200
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0954031757
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680323663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS PORCH & GULLICKSON CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05213 EL MERCADO PKWY STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954031301
ReturnHeader/PreparerPersonGrp/PhoneNum07075754236
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARLA GULLICKSON
ReturnHeader/ReturnTs02016-10-27T17:59:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,668
Liabilities
$72,194
Net assets
$104,474
Revenue
$243,013
Expenses
$226,007
Net income
$17,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.37$0.56$0.69$0.75$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.57$0.62$0.65$0.56$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.69$0.50$0.43$0.42$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.42$0.50$0.46$0.57$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.26$0.61$0.50$0.46$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.13$0.57$0.38$0.36$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.13$0.55$0.34$0.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.12$0.60$0.76$0.27$0.49
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.08$0.11$0.26$0.26$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.07$0.10$0.24$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.07$0.09$0.20$0.21$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.14$0.05$0.09$0.17$0.16$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.07$0.09$0.26
2011Summary only. Only limited summary data is available for this year.$0.20$0.06$0.13$0.23$0.26$0.03
2010Summary only. Only limited summary data is available for this year.$0.23$0.07$0.16$0.31$0.32$0.00